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Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
ET
226
Entropy Technologies
New York
$284K -$1.43M -23,157 -83%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$284K +$284K +4,614 New
SFS
228
Summit Financial Strategies
Ohio
$281K -$359K -5,838 -56%
ASN
229
Advisory Services Network
Georgia
$280K -$484K -7,858 -63%
MFG
230
Merit Financial Group
Georgia
$271K +$271K +4,396 New
TRCT
231
Tower Research Capital (TRC)
New York
$269K -$518K -8,409 -66%
OCM
232
Orion Capital Management
California
$262K -$80K -1,300 -23%
AI
233
Atria Investments
North Carolina
$260K +$260K +4,222 New
IWC
234
Integrated Wealth Concepts
Massachusetts
$250K +$250K +4,065 New
Vontobel Holding
235
Vontobel Holding
Switzerland
$234K +$234K +3,800 New
CB
236
Commerce Bank
Missouri
$226K +$226K +3,675 New
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$224K +$224K +3,642 New
William Blair & Company
238
William Blair & Company
Illinois
$222K +$222K +3,600 New
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$219K +$219K +3,552 New
KMWM
240
Keudell/Morrison Wealth Management
Oregon
$212K +$212K +3,450 New
Cerity Partners
241
Cerity Partners
New York
$209K +$209K +3,640 New
BAM
242
Blueshift Asset Management
New Jersey
$209K +$209K +3,389 New
FIA
243
Foundations Investment Advisors
Arizona
$207K +$207K +3,368 New
GS
244
GWN Securities
Florida
$205K +$205K +3,110 New
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$203K -$250K -3,896 -55%
NRD
246
Nebula Research & Development
New York
$201K -$175K -2,839 -47%
BC
247
Bridgefront Capital
Texas
$201K +$201K +3,259 New
SH
248
SLT Holdings
Arizona
$200K +$200K +3,250 New
KBC Group
249
KBC Group
Belgium
$190K +$28.7K +467 +18%
WIM
250
Westside Investment Management
California
$188K -$36.9K -600 -16%