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Upstart Holdings

338 hedge funds and large institutions have $1.45B invested in Upstart Holdings in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

14% less funds holding

Funds holding: 392338 (-54)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 97

49% less capital invested

Capital invested by funds: $2.83B → $1.45B (-$1.37B)

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330M
Puts
$254M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
226
Holos Integrated Wealth
Pennsylvania
$54K
WWM
227
Western Wealth Management
Colorado
$52.6K
HCM
228
Hollencrest Capital Management
California
$51.3K
RS
229
Rakuten Securities
Japan
$50.1K
GWM
230
Geneos Wealth Management
Colorado
$47.2K
AF
231
Allworth Financial
California
$46.7K
Asset Management One
232
Asset Management One
Japan
$46.2K
CA
233
Clearstead Advisors
Ohio
$38.5K
S
234
SignatureFD
Georgia
$37.3K
ACM
235
Anfield Capital Management
California
$36.3K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$32.1K
QCG
237
Quadrant Capital Group
Ohio
$29.1K
OCM
238
Osbon Capital Management
Massachusetts
$29K
LFG
239
Larson Financial Group
Missouri
$28.7K
BWL
240
Bogart Wealth LLC
Virginia
$27.2K
ECSS
241
Eurizon Capital SGR SpA
$26.1K
PA
242
Parallel Advisors
California
$26.1K
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$18.3K
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$15.4K
SCM
245
Sterling Capital Management
North Carolina
$14.3K
PMFA
246
Plante Moran Financial Advisors
Michigan
$13.1K
BOJHT
247
Bank of Jackson Hole Trust
Wyoming
$10.6K
SPIA
248
Steward Partners Investment Advisory
New York
$10.5K
IA
249
IFP Advisors
Florida
$10.4K
AA
250
Ancora Advisors
Ohio
$9.62K