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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: 90 → 97 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$565K |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
+$217K |
| 3 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
+$65.2K |
| 4 |
KA
Kore Advisors
Boynton Beach,
Florida
|
+$61.4K |
| 5 |
VF
Virtu Financial
New York
|
+$60.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| – | -$65K | -4,949 | Closed |
|
|
QT
102
Quantbot Technologies
New York
| – | -$13.2K | -1,003 | Closed |
|
103
HighTower Advisors
Chicago,
Illinois
| – | -$12.4K | -948 | Closed |
|
104
Mercer Global Advisors
Denver,
Colorado
| – | -$12K | -911 | Closed |
|
105
Simplex Trading
Chicago,
Illinois
| – | -$11K | -847 | Closed |
|
106
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$9.86K | -752 | Closed |
|
107
Mariner
Overland Park,
Kansas
| – | -$8.05K | -614 | Closed |
|
108
Bank of America
Charlotte,
North Carolina
| – | -$5.45K | -415 | Closed |
|
109
Rockefeller Capital Management
New York
| – | -$3.28K | -250 | Closed |
|
|
IA
110
IFP Advisors
Tampa,
Florida
| – | -$984 | -75 | Closed |
|
|
GCM
111
Gables Capital Management
Miami,
Florida
| – | -$709 | -54 | Closed |
|
|
GAFA
112
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$656 | -50 | Closed |
|
113
Barclays
London,
United Kingdom
| – | -$1 | – | – |
|