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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
IAA
51
Independent Advisor Alliance
North Carolina
$5.98K +$7.55K +579 New
CWM
52
CCG Wealth Management
California
$5.94K
MWM
53
Meridian Wealth Management
Kentucky
$5.88K +$7.43K +570 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$5.83K
HWM
55
HB Wealth Management
Georgia
$5.68K +$7.17K +550 New
PFS
56
Prospera Financial Services
Texas
$5.68K
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$5.5K
BBHC
58
Brown Brothers Harriman & Co
New York
$5.35K
WANY
59
Wealthspire Advisors (New York)
New York
$5.33K +$6.73K +516 New
STA
60
Summit Trail Advisors
New York
$5.28K
MMPW
61
Mitchell McLeod Pugh & Williams
Alabama
$5.2K
OFS
62
OneAscent Financial Services
Alabama
$5.17K +$6.52K +500 New
CS
63
Capital Square
Tennessee
$5.08K -$587 -45 -7%
SOW
64
State of Wyoming
Wyoming
$4.35K +$5.49K +421 New
SC
65
Swan Capital
Florida
$3.1K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$3K -$495 -38 -13%
HI
67
Harbour Investments
Wisconsin
$2.66K +$3.36K +258 New
SS
68
SBI Securities
Japan
$2.65K +$2.09K +160 +165%
FFA
69
Farther Finance Advisors
California
$2.62K
SIC
70
SJS Investment Consulting
Ohio
$2.58K +$3.26K +250 New
WAG
71
Wilkerson Advisory Group
Missouri
$2.58K +$3.26K +250 New
Osaic Holdings
72
Osaic Holdings
Arizona
$2.46K -$15.3K -1,170 -83%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.05K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$1.88K +$1.2K +92 +74%
GI
75
GAMMA Investing
California
$1.76K +$2.22K +170 New