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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
226
Russell Investments Group
United Kingdom
$1.42K
SIS
227
Sound Income Strategies
Florida
$1.42K
TWC
228
TD Waterhouse Canada
Ontario, Canada
$1.4K
SWM
229
Spire Wealth Management
Virginia
$1.3K -$967 -41 -43%
CFB
230
Cullen/Frost Bankers
Texas
$1.27K +$1.27K +54 New
FFL
231
Financial Freedom LLC
Ohio
$1.18K
PWMG
232
Prestige Wealth Management Group
New Jersey
$1.18K
RWMG
233
Redwood Wealth Management Group
New Jersey
$1.18K +$1.18K +50 New
Twin Tree Management
234
Twin Tree Management
Texas
$1.16K +$1.16K +49 New
PP
235
Pacifica Partners
Canada
$1.02K
NL
236
NVWM LLC
Pennsylvania
$1.01K
HFS
237
Hantz Financial Services
Michigan
$1K -$5.05K -207 -83%
TFGT
238
TS Financial Group (TSFG)
Illinois
$1K
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$1K
AW
240
Avion Wealth
Texas
$1K +$412 +21 +70%
AIM
241
Anchor Investment Management
South Carolina
$967
GC
242
Gould Capital
Washington
$896
CA
243
Clearstead Advisors
Ohio
$826
RIL
244
Rothschild Investment LLC
Illinois
$826 +$590 +25 +250%
NRG
245
Nemes Rush Group
Michigan
$731
DJSG
246
D.J. St. Germain
Massachusetts
$708
BIA
247
Bell Investment Advisors
California
$685
EWA
248
EverSource Wealth Advisors
Alabama
$643 +$587 +21 +1,050%
PS
249
PayPay Securities
Japan
$590 -$2.15K -91 -78%
CSC
250
Caldwell Sutter Capital
California
$590