We are live on ! Find out more
UPST icon

Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$386K +$15.3K +218 +3%
VRS
227
Virginia Retirement Systems
Virginia
$381K -$1.06M -15,000 -67%
AIP
228
Ameritas Investment Partners
Nebraska
$357K -$110K -1,563 -18%
JFG
229
Jefferies Financial Group
New York
$356K
TSS
230
Two Sigma Securities
New York
$353K +$489K +6,948 New
BC
231
Bridgefront Capital
Texas
$349K -$215K -3,054 -31%
SB
232
SIG Brokerage
New York
$348K -$200K -2,846 -29%
OAM
233
Oxford Asset Management
United Kingdom
$343K +$475K +6,755 New
X
234
Xponance
Pennsylvania
$343K -$352 -5 -0.1%
OIA
235
OneDigital Investment Advisors
Kansas
$342K -$91.5K -1,301 -16%
SP
236
Symmetry Partners
Connecticut
$331K +$30.5K +433 +7%
Principal Financial Group
237
Principal Financial Group
Iowa
$328K +$32.2K +458 +8%
IA
238
Inspire Advisors
Idaho
$324K -$92.2K -1,311 -17%
ET
239
Entropy Technologies
New York
$324K +$448K +6,370 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$318K -$130K -1,841 -23%
HIP
241
HUB Investment Partners
Texas
$318K +$440K +6,252 New
IWC
242
Integrated Wealth Concepts
Massachusetts
$316K -$109K -1,550 -20%
SFG
243
Synergy Financial Group
California
$314K -$6.68K -95 -2%
KNFPWM
244
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$305K
SFA
245
Sequoia Financial Advisors
Ohio
$303K +$1.97K +28 +0.5%
RS
246
Rakuten Securities
Japan
$299K +$328K +4,660 +379%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$298K +$52.4K +745 +15%
CMF
248
Counterpoint Mutual Funds
California
$291K +$404K +5,737 New
Wealthfront Advisers
249
Wealthfront Advisers
California
$290K +$132K +1,882 +49%
STA
250
Summit Trail Advisors
New York
$289K -$16.7K -237 -4%