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Wheels Up

96 hedge funds and large institutions have $286M invested in Wheels Up in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.03% less ownership

Funds ownership: 3.85%3.82% (-0.03%)

22% less capital invested

Capital invested by funds: $365M → $286M (-$78.6M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$651K
Puts
$493K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LRI Investments
Florida
$30.5K
Victory Capital Management
27
Victory Capital Management
Texas
$26.4K
Citadel Advisors
28
Citadel Advisors
Florida
$25.6K
GAM
29
Gotham Asset Management
New York
$25.5K
William Blair & Company
30
William Blair & Company
Illinois
$23.8K
TSS
31
Two Sigma Securities
New York
$23.7K
IMC Chicago
32
IMC Chicago
Illinois
$19.1K
LPL Financial
33
LPL Financial
California
$18.2K
VGA
34
Vanguard Global Advisers
Pennsylvania
$17.8K
Two Sigma Investments
35
Two Sigma Investments
New York
$16.1K
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$12.7K
Creative Planning
37
Creative Planning
Kansas
$12.4K
CIBC Asset Management
38
CIBC Asset Management
Ontario, Canada
$11.1K
VPIM
39
Vanguard Personalized Indexing Management
California
$9.54K
AAS
40
Annex Advisory Services
Wisconsin
$9.54K
ACP
41
Arcus Capital Partners
Georgia
$9.04K
KMWM
42
Keudell/Morrison Wealth Management
Oregon
$8.76K
UI
43
Unconventional Investor
New Hampshire
$8.61K
IIM
44
IFC & Insurance Marketing
California
$8.5K
RWA
45
Rooted Wealth Advisors
Illinois
$7.82K
MCM
46
MAI Capital Management
Ohio
$7.54K
KPWS
47
Kestra Private Wealth Services
Texas
$7.49K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41K
Raymond James Financial
49
Raymond James Financial
Florida
$6.26K
IAA
50
Independent Advisor Alliance
North Carolina
$5.98K