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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
DAL
1
Delta Air Lines
Georgia
$136M
KCM
2
Knighthead Capital Management
New York
$133M
KA
3
Kore Advisors
Florida
$7.85M +$61.4K +4,709 +0.6%
MCM
4
Masters Capital Management
Georgia
$2.07M -$652K -50,000 -20%
VCM
5
Vanguard Capital Management
Pennsylvania
$1.67M +$2.11M +161,795 New
BlackRock
6
BlackRock
New York
$667K -$8.32K -638 -1%
II
7
Inspire Investing
Idaho
$576K +$217K +16,670 +43%
UBS Group
8
UBS Group
Switzerland
$544K +$565K +43,364 +463%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$538K +$33.3K +2,554 +5%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$317K +$399K +30,625 New
Charles Schwab
11
Charles Schwab
California
$296K +$2.85K +219 +0.8%
JDLA
12
J. Derek Lewis & Associates
California
$249K -$38.5K -2,950 -11%
Jane Street
13
Jane Street
New York
$228K -$19.5K -1,499 -6%
State Street
14
State Street
Massachusetts
$213K
Group One Trading
15
Group One Trading
Illinois
$140K -$2.36K -181 -1%
IW
16
Instrumental Wealth
Florida
$121K
XT
17
XTX Topco
Cayman Islands
$119K +$41.4K +3,177 +38%
Northern Trust
18
Northern Trust
Illinois
$110K -$42K -3,219 -23%
OAC
19
OMERS Administration Corp
Ontario, Canada
$108K -$125K -9,555 -48%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$92.8K +$29.8K +2,283 +34%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$77.9K -$144K -11,017 -59%
BWM
22
Brown Wealth Management
Illinois
$51.6K +$65.2K +5,000 New
Morgan Stanley
23
Morgan Stanley
New York
$48.4K +$1.9K +146 +3%
VF
24
Virtu Financial
New York
$48K +$60.2K +4,617 New
WAM
25
WNY Asset Management
New York
$38.7K +$48.9K +3,750 New