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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 98 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: 393338 (-55)

48% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 98

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
HCM
227
Hollencrest Capital Management
California
$51.3K
RS
228
Rakuten Securities
Japan
$50.1K
GWM
229
Geneos Wealth Management
Colorado
$47.2K
AF
230
Allworth Financial
California
$46.7K
Asset Management One
231
Asset Management One
Japan
$46.2K
CA
232
Clearstead Advisors
Ohio
$38.5K
S
233
SignatureFD
Georgia
$37.3K
ACM
234
Anfield Capital Management
California
$36.3K
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$32.1K
QCG
236
Quadrant Capital Group
Ohio
$29.1K
OCM
237
Osbon Capital Management
Massachusetts
$29K
LFG
238
Larson Financial Group
Missouri
$28.7K
BWL
239
Bogart Wealth LLC
Virginia
$27.2K
ECSS
240
Eurizon Capital SGR SpA
$26.1K
PA
241
Parallel Advisors
California
$26.1K
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$18.3K
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$15.4K
SCM
244
Sterling Capital Management
North Carolina
$14.3K
PMFA
245
Plante Moran Financial Advisors
Michigan
$13.1K
BOJHT
246
Bank of Jackson Hole Trust
Wyoming
$10.6K
SPIA
247
Steward Partners Investment Advisory
New York
$10.5K
IA
248
IFP Advisors
Florida
$10.4K
NA
249
NewEdge Advisors
Louisiana
$9.88K
AA
250
Ancora Advisors
Ohio
$9.62K