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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
226
Quantitative Investment Management
Virginia
$460K
American Century Companies
227
American Century Companies
Missouri
$458K
JFG
228
Jefferies Financial Group
New York
$453K
ASN
229
Advisory Services Network
Georgia
$441K
X
230
Xponance
Pennsylvania
$437K
LBWM
231
Left Brain Wealth Management
Illinois
$427K
SC
232
Savant Capital
Illinois
$419K
GCP
233
GSA Capital Partners
United Kingdom
$418K
SFG
234
Synergy Financial Group
California
$406K
SP
235
Symmetry Partners
Connecticut
$394K
KNFPWM
236
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$389K
Principal Financial Group
237
Principal Financial Group
Iowa
$387K
SFA
238
Sequoia Financial Advisors
Ohio
$384K
STA
239
Summit Trail Advisors
New York
$383K
CIBC World Market
240
CIBC World Market
Ontario, Canada
$368K
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$357K
I
242
InceptionR
California
$346K
Stifel Financial
243
Stifel Financial
Missouri
$344K
Vontobel Holding
244
Vontobel Holding
Switzerland
$340K
TWM
245
Tradition Wealth Management
Minnesota
$339K
CAM
246
Cresset Asset Management
Illinois
$339K
AF
247
Advisornet Financial
Minnesota
$333K
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$331K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$324K
BI
250
Bramshill Investments
Florida
$323K