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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$254K
JGC
227
J. Goldman & Co
New York
$253K +$253K +5,500 New
IAA
228
Independent Advisor Alliance
North Carolina
$250K +$22.2K +483 +10%
M1FG
229
Mach-1 Financial Group
Arkansas
$243K +$243K +5,274 New
MFG
230
Merit Financial Group
Georgia
$242K +$39.9K +867 +20%
SO
231
STRS Ohio
Ohio
$239K -$143K -3,100 -37%
ECM
232
EMC Capital Management
Texas
$239K
AF
233
Advisornet Financial
Minnesota
$237K -$690 -15 -0.3%
ASN
234
Advisory Services Network
Georgia
$236K +$26.4K +573 +13%
CAM
235
Cresset Asset Management
Illinois
$233K -$31.2K -677 -12%
Federated Hermes
236
Federated Hermes
Pennsylvania
$226K -$121K -2,621 -35%
GAM
237
Gotham Asset Management
New York
$222K -$12K -261 -5%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$218K -$4.14K -90 -2%
TWM
239
Tradition Wealth Management
Minnesota
$217K -$230 -5 -0.1%
AI
240
Atria Investments
North Carolina
$215K +$20.9K +455 +11%
IWC
241
Integrated Wealth Concepts
Massachusetts
$213K +$25.9K +563 +14%
PIA
242
Perennial Investment Advisors
California
$213K
SF
243
Seros Financial
Arizona
$211K +$211K +4,589 New
XT
244
XTX Topco
Cayman Islands
$209K -$273K -5,922 -57%
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$208K +$208K +4,541 New
SC
246
Savant Capital
Illinois
$206K +$206K +4,478 New
GSIAS
247
Garden State Investment Advisory Services
New Jersey
$203K +$203K +4,401 New
BT
248
Banque Transatlantique
France
$202K +$202K +4,749 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$191K +$130K +2,817 +211%
Russell Investments Group
250
Russell Investments Group
United Kingdom
$185K +$140K +3,045 +314%