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Wheels Up

97 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, 16 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

32% more call options, than puts

Call options by funds: $651K | Put options by funds: $493K

8% more funds holding

Funds holding: 9097 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.03% less ownership

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

22% less capital invested

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

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
16
Reduced
23
Closed
15
Calls
$651K
Puts
$493K
Net Calls
+$158K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LRI Investments
Florida
$30.5K +$38.5K +2,950 New
Victory Capital Management
27
Victory Capital Management
Texas
$26.4K -$456 -35 -1%
Citadel Advisors
28
Citadel Advisors
Florida
$25.6K -$43K -3,301 -57%
GAM
29
Gotham Asset Management
New York
$25.5K -$7.27K -558 -18%
William Blair & Company
30
William Blair & Company
Illinois
$23.8K +$30.1K +2,308 New
TSS
31
Two Sigma Securities
New York
$23.7K +$20K +1,537 +202%
IMC Chicago
32
IMC Chicago
Illinois
$19.1K +$24.2K +1,854 New
LPL Financial
33
LPL Financial
California
$18.2K +$23K +1,763 New
NA
34
NewEdge Advisors
Louisiana
$17.9K +$6.91K +530 +44%
VGA
35
Vanguard Global Advisers
Pennsylvania
$17.8K +$22.5K +1,723 New
Two Sigma Investments
36
Two Sigma Investments
New York
$16.1K +$20.3K +1,554 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$12.7K -$5.85K -449 -27%
Creative Planning
38
Creative Planning
Kansas
$12.4K +$15.6K +1,198 New
CIBC Asset Management
39
CIBC Asset Management
Ontario, Canada
$11.1K
VPIM
40
Vanguard Personalized Indexing Management
California
$9.54K -$3.12K -239 -21%
AAS
41
Annex Advisory Services
Wisconsin
$9.54K
ACP
42
Arcus Capital Partners
Georgia
$9.04K
KMWM
43
Keudell/Morrison Wealth Management
Oregon
$8.76K +$11.1K +848 New
UI
44
Unconventional Investor
New Hampshire
$8.61K
IIM
45
IFC & Insurance Marketing
California
$8.5K +$587 +45 +6%
RWA
46
Rooted Wealth Advisors
Illinois
$7.82K -$16.3K -1,250 -56%
MCM
47
MAI Capital Management
Ohio
$7.54K +$521 +40 +6%
KPWS
48
Kestra Private Wealth Services
Texas
$7.49K -$104 -8 -1%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41K
Raymond James Financial
50
Raymond James Financial
Florida
$6.26K -$1.04K -80 -12%