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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
RI
226
Ridgewood Investments
New Jersey
$10.7K
MHR
227
Matthew Hamilton Rosenberg
$10.7K
ATC
228
Adirondack Trust Company
New York
$10.3K
CFG
229
CKW Financial Group
Hawaii
$10K -$15K -410 -60%
SIC
230
SJS Investment Consulting
Ohio
$8.34K
RA
231
Rise Advisors
New York
$7.52K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$7.16K
HFS
233
Hantz Financial Services
Michigan
$7K +$1.04K +28 +18%
LC
234
Lindbrook Capital
California
$6.66K +$2.94K +82 +79%
CTA
235
Colonial Trust Advisors
South Carolina
$6.37K
TWC
236
TD Waterhouse Canada
Ontario, Canada
$6.11K
AAG
237
Armstrong Advisory Group
Massachusetts
$5.37K
SCA
238
Stonebridge Capital Advisors
Minnesota
$4.66K
BIA
239
Bell Investment Advisors
California
$3.83K -$1.36K -38 -26%
CTC
240
Central Trust Company
Missouri
$3.58K
HWA
241
Heritage Wealth Advisors
Virginia
$3.58K
WWM
242
Wolff Wiese Magana
California
$3.58K
KFS
243
Kelly Financial Services
Massachusetts
$3.22K
AW
244
Avion Wealth
Texas
$3K +$3K +95 New
GCS
245
Gordian Capital (Singapore)
Singapore
$2.9K
CFS
246
CGC Financial Services
Oregon
$2.69K +$2.69K +75 New
GRP
247
Global Retirement Partners
California
$2.51K -$1.07K -30 -30%
SSB
248
Sandy Spring Bank
Maryland
$2.04K
PS
249
PayPay Securities
Japan
$2.01K +$394 +11 +24%
RDIA
250
RE Dickinson Investment Advisors
Iowa
$2K