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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
226
Colonial Trust Advisors
South Carolina
$5.08K
C
227
Covestor
United Kingdom
$5K -$10.7K -367 -68%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$4.83K
AAG
229
Armstrong Advisory Group
Massachusetts
$4.28K
ATC
230
Adirondack Trust Company
New York
$4.28K
GWS
231
Glassman Wealth Services
Virginia
$2.94K +$2.63K +92 +836%
AF
232
Allworth Financial
California
$2.88K +$1.45K +51 +102%
HWA
233
Heritage Wealth Advisors
Virginia
$2.85K
WWM
234
Wolff Wiese Magana
California
$2.85K
CTC
235
Central Trust Company
Missouri
$2.85K
KFS
236
Kelly Financial Services
Massachusetts
$2.57K
GCS
237
Gordian Capital (Singapore)
Singapore
$2.31K
BIA
238
Bell Investment Advisors
California
$2.23K -$828 -29 -27%
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$2.2K +$2.2K +77 New
RDIA
240
RE Dickinson Investment Advisors
Iowa
$2K +$145 +4 +8%
AW
241
Avion Wealth
Texas
$2K +$333 +19 +20%
CA
242
Clearstead Advisors
Ohio
$2K +$999 +35 +100%
GRP
243
Global Retirement Partners
California
$1.88K
AWA
244
Authentikos Wealth Advisory
California
$1.71K +$1.71K +60 New
Credit Agricole
245
Credit Agricole
France
$1.71K +$1.71K +60 New
SSB
246
Sandy Spring Bank
Maryland
$1.63K
TCM
247
Tradewinds Capital Management
Washington
$1.43K
PWMG
248
Prestige Wealth Management Group
New Jersey
$1.43K
FFL
249
Financial Freedom LLC
Ohio
$1.43K
NL
250
NVWM LLC
Pennsylvania
$1.23K