We are live on ! Find out more
UPST icon

Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
226
Vanguard Personalized Indexing Management
California
$465K +$61.6K +1,257 +21%
QIM
227
Quantitative Investment Management
Virginia
$460K +$1.96K +40 +0.6%
American Century Companies
228
American Century Companies
Missouri
$458K +$347K +7,086 New
JFG
229
Jefferies Financial Group
New York
$453K -$1.74M -35,415 -83%
ASN
230
Advisory Services Network
Georgia
$441K +$13.3K +272 +5%
X
231
Xponance
Pennsylvania
$437K +$28.6K +584 +9%
LBWM
232
Left Brain Wealth Management
Illinois
$427K -$77K -1,570 -19%
GCP
233
GSA Capital Partners
United Kingdom
$418K -$415K -8,457 -57%
SFG
234
Synergy Financial Group
California
$406K +$23.9K +488 +8%
SP
235
Symmetry Partners
Connecticut
$394K +$20.1K +409 +7%
KNFPWM
236
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$389K
Principal Financial Group
237
Principal Financial Group
Iowa
$387K -$5.53M -112,697 -95%
SFA
238
Sequoia Financial Advisors
Ohio
$384K +$490 +10 +0.2%
STA
239
Summit Trail Advisors
New York
$383K +$291K +5,925 New
CIBC World Market
240
CIBC World Market
Ontario, Canada
$368K +$46.9K +956 +20%
VEA
241
Virtus ETF Advisers
New York
$367K +$107K +2,173 +62%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$357K
IFS
243
Integrated Financial Solutions
Virginia
$347K +$718K +14,635 New
I
244
InceptionR
California
$346K +$262K +5,350 New
Stifel Financial
245
Stifel Financial
Missouri
$344K +$261K +5,314 New
Vontobel Holding
246
Vontobel Holding
Switzerland
$340K -$24.9K -507 -9%
TWM
247
Tradition Wealth Management
Minnesota
$339K +$26.2K +535 +11%
AF
248
Advisornet Financial
Minnesota
$333K
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$331K -$21.8K -444 -8%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$324K +$240K +4,903 +4,714%

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.