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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.57K +$1.97K +151 +15,100%
HWA
77
HHM Wealth Advisors
Tennessee
$1.03K
PWM
78
Peterson Wealth Management
Nevada
$1.03K +$1.3K +100 New
AW
79
Avion Wealth
Texas
$1K
JP Morgan Chase
80
JP Morgan Chase
New York
$949 -$430 -33 -23%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$930 +$65 +5 +6%
WA
82
WPG Advisers
Maryland
$762
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$406
SS
84
Sunbelt Securities
Texas
$258
IRC
85
Investors Research Corp
Georgia
$209
ASN
86
Advisory Services Network
Georgia
$170 +$222 +17 New
PA
87
Parallel Advisors
California
$155
Wells Fargo
88
Wells Fargo
California
$104 -$652 -50 -83%
KG
89
Kilter Group
New York
$27
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$19
Citigroup
91
Citigroup
New York
$18 +$26 +2 New
BWL
92
Bogart Wealth LLC
Virginia
$13
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10
AA
94
Ancora Advisors
Ohio
$8
NFSG
95
Newbridge Financial Services Group
Florida
$5 -$65 -5 -83%
Optiver Holding
96
Optiver Holding
Netherlands
$5 -$39 -3 -75%
BMC
97
Bear Mountain Capital
Washington
$5
Millennium Management
98
Millennium Management
New York
-$859K -65,479 Closed
GCP
99
GSA Capital Partners
United Kingdom
-$438K -33,405 Closed
AGM
100
Alpine Global Management
New York
-$176K -13,401 Closed