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Upstart Holdings

408 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$940M
Puts
$954M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$57M
3 +$46.8M
4
JCAM
Jericho Capital Asset Management
New York
+$42M
5
Jane Street
Jane Street
New York
+$41.3M

Top Sellers

1 -$89.7M
2 -$82.3M
3 -$51.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.2M
5
MGCM
Mane Global Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$281K
ASN
252
Advisory Services Network
Georgia
$278K
TWM
253
Tradition Wealth Management
Minnesota
$278K
CAM
254
Cresset Asset Management
Illinois
$276K
SC
255
Sepio Capital
Utah
$275K
Lazard Asset Management
256
Lazard Asset Management
New York
$273K
GKWIM
257
Gerber Kawasaki Wealth & Investment Management
California
$270K
AF
258
Advisornet Financial
Minnesota
$262K
LFG
259
Larson Financial Group
Missouri
$256K
SA
260
Sanctuary Advisors
Indiana
$255K
GAM
261
Gotham Asset Management
New York
$245K
PIA
262
Perennial Investment Advisors
California
$233K
NP
263
NorthRock Partners
Minnesota
$230K
SF
264
Seros Financial
Arizona
$229K
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$226K
MFG
266
Merit Financial Group
Georgia
$226K
SWP
267
Stratos Wealth Partners
Ohio
$225K
SFS
268
Summit Financial Strategies
Ohio
$214K
QCM
269
QRG Capital Management
Illinois
$210K
MCM
270
Massar Capital Management
Connecticut
$208K
JIC
271
Joel Isaacson & Co
New York
$203K
SLAM
272
Swiss Life Asset Management
$200K
TRCT
273
Tower Research Capital (TRC)
New York
$183K
WIM
274
Westside Investment Management
California
$152K
AB
275
Amalgamated Bank
New York
$140K