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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
226
Fourpath Capital Management
Oklahoma
$46.9K +$46.9K +1,171 New
GI
227
GAMMA Investing
California
$45K -$43.2K -1,080 -49%
ITIM
228
Indiana Trust & Investment Management
Indiana
$43.4K +$43.4K +1,085 New
AFG
229
Albion Financial Group
Utah
$40K
HCM
230
Hollencrest Capital Management
California
$40K +$40K +1,000 New
BP
231
BNP Paribas
France
$36.7K +$36.7K +900 New
S
232
SignatureFD
Georgia
$35.7K +$520 +13 +1%
PA
233
Parallel Advisors
California
$35.6K -$9.6K -240 -21%
PMFA
234
Plante Moran Financial Advisors
Michigan
$34.8K +$6.32K +158 +22%
PAS
235
Point72 Asia (Singapore)
Singapore
$34.6K +$34.6K +865 New
SAM
236
Shell Asset Management
Netherlands
$33K +$33K +818 New
VWM
237
Venturi Wealth Management
Texas
$32.7K +$7.04K +176 +28%
FFA
238
Farther Finance Advisors
California
$28.4K +$841 +21 +3%
QCG
239
Quadrant Capital Group
Ohio
$28.2K
NA
240
NewEdge Advisors
Louisiana
$26.6K -$84K -2,100 -76%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$24K
BTI
242
Blue Trust Inc
Georgia
$23.3K +$13K +550 +125%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$22.3K +$15.2K +379 +213%
JIP
244
Jaffetilchin Investment Partners
Florida
$20.2K +$20.2K +504 New
IA
245
IFP Advisors
Florida
$19.6K
GWM
246
Geneos Wealth Management
Colorado
$18.1K
SPIA
247
Steward Partners Investment Advisory
New York
$17.4K -$5.2K -130 -23%
FFO
248
Fortitude Family Office
Arizona
$16.6K
HGA
249
Hobbs Group Advisors
South Carolina
$14K
QC
250
Quent Capital
New York
$13.4K