UPST icon

Upstart Holdings

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M
Name Market Value Shares Shares
Change
Shares
Change %
GCS
226
Gordian Capital (Singapore)
Singapore
$2.18K 81
PIS
227
POM Investment Strategies
North Carolina
$1.96K 73
HGERS
228
Householder Group Estate & Retirement Specialist
Arizona
$1.94K 72 -5 -6%
TWC
229
TD Waterhouse Canada
Ontario, Canada
$1.9K 61
Russell Investments Group
230
Russell Investments Group
United Kingdom
$1.61K 60 -87 -59%
SIS
231
Sound Income Strategies
Florida
$1.61K 60
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1.53K 57 -7 -11%
BGAI
233
Bruce G. Allen Investments
Colorado
$1.35K 50 -33 -40%
PWMG
234
Prestige Wealth Management Group
New Jersey
$1.35K 50
FFL
235
Financial Freedom LLC
Ohio
$1.35K 50
MAM
236
Marquette Asset Management
Minnesota
$1.35K 50 +50 New
NL
237
NVWM LLC
Pennsylvania
$1.16K 43
PP
238
Pacifica Partners
Canada
$1.15K 44
AIM
239
Anchor Investment Management
South Carolina
$1.1K 41
SSB
240
Sandy Spring Bank
Maryland
$1.08K 40 -17 -30%
GC
241
Gould Capital
Washington
$1.02K 38
TFGT
242
TS Financial Group (TSFG)
Illinois
$1K 35 -181 -84%
AW
243
Avion Wealth
Texas
$1K 30 -33 -52%
WOC
244
West Oak Capital
California
$1K 25
CA
245
Clearstead Advisors
Ohio
$961 35
MA
246
Montag & Associates
Georgia
$915 34 +34 New
AIC
247
Archer Investment Corporation
Indiana
$914 34
NRG
248
Nemes Rush Group
Michigan
$834 31
DJSG
249
D.J. St. Germain
Massachusetts
$807 30
BIA
250
Bell Investment Advisors
California
$780 29