Wheels Up
119 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
21
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
$0 |
| 2 |
KA
Kore Advisors
Boynton Beach,
Florida
|
$23.9M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
$11.1K |
| 4 |
BlackRock
New York
|
$6.11M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
$5.67K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LC
126
Lindbrook Capital
Calabasas,
California
| – | -$386 | -234 | Closed |
|
|
AF
127
Allworth Financial
Folsom,
California
| – | -$243 | -148 | Closed |
|
128
US Bancorp
Minneapolis,
Minnesota
| – | -$221 | -134 | Closed |
|
|
RS
129
R Squared
Central,
Hong Kong
| – | -$33 | -20 | Closed |
|