UP icon

Wheels Up

207 hedge funds and large institutions have $125M invested in Wheels Up in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
48
Reduced
54
Closed
30
Calls
$568K
Puts
$67K
Net Calls
+$501K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
HF
151
HRT Financial
New York
$15K -$217K -21,866 -94%
AGM
152
Alpine Global Management
New York
$15K +$15K +1,500 New
JWM
153
Janiczek Wealth Management
Colorado
$14.8K
PIA
154
Powell Investment Advisors
Florida
$14.4K
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$14.3K -$103 -10 -0.7%
PI
156
PFS Investments
Georgia
$14K +$2.85K +276 +26%
PMEF
157
Point72 Middle East FZE
United Arab Emirates
$13.2K +$13.2K +1,281 New
XSC
158
X-Square Capital
Puerto Rico
$13K
SI
159
Stephens Inc
Arkansas
$12.4K -$6.18K -600 -33%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$12.2K -$16.6K -1,609 -58%
VPIM
161
Vanguard Personalized Indexing Management
California
$12K +$12K +1,165 New
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$11.4K +$618 +60 +6%
WQ
163
Wealth Quarterback
New Jersey
$11.4K -$4.13K -401 -27%
Principal Financial Group
164
Principal Financial Group
Iowa
$11.4K -$6.17K -599 -35%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$11.4K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +1,065 New
APW
167
Austin Private Wealth
Texas
$10.9K
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$10.7K
Prudential Financial
169
Prudential Financial
New Jersey
$10.4K -$66.8K -6,490 -87%
AIA
170
Arbor Investment Advisors
North Carolina
$10.3K
CCM
171
Chiron Capital Management
Florida
$10.3K
IWC
172
Integrated Wealth Concepts
Massachusetts
$10K -$90 -9 -0.9%
CPO
173
Cerity Partners OCIO
New York
$10K
BAM
174
Belpointe Asset Management
Nevada
$9.53K +$9.53K +925 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$9K -$3.19K -309 -26%