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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
251
Toth Financial Advisory
Virginia
$18K +$1.02K +32 +6%
HIA
252
Harbor Investment Advisory
Maryland
$16K
SWM
253
SeaCrest Wealth Management
New York
$16K +$16K +512 New
CTC
254
Central Trust Company
Missouri
$12K
APP
255
Alpha Paradigm Partners
Illinois
$12K
TWM
256
Tradition Wealth Management
Minnesota
$11K +$303 +10 +3%
PA
257
Parallel Advisors
California
$10K -$7.48K -238 -43%
RA
258
Rise Advisors
New York
$10K
JWA
259
JFS Wealth Advisors
Pennsylvania
$9K
CCM
260
Cribstone Capital Management
Maine
$9K
FCMT
261
Founders Capital Management (Texas)
Texas
$9K +$9K +300 New
MAM
262
Meeder Asset Management
Ohio
$8K +$3.31K +105 +70%
WWM
263
Wolff Wiese Magana
California
$7K -$327K -10,512 -98%
CCA
264
Column Capital Advisors
Indiana
$7K +$1.7K +57 +32%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$6K -$1.32K -44 -18%
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
LFG
267
Larson Financial Group
Missouri
$6K
CFGS
268
Concourse Financial Group Securities
Alabama
$6K +$1.65K +50 +38%
AW
269
ACG Wealth
Georgia
$6K +$6K +205 New
MS
270
Mizuho Securities
Japan
$5K -$156 -1 -3%
HFS
271
Hantz Financial Services
Michigan
$5K
HNB
272
Huntington National Bank
Ohio
$5K
ATC
273
Adirondack Trust Company
New York
$5K
OLVIG
274
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$2.37K +71 +90%
ZB
275
Zions Bancorporation
Utah
$5K +$4.19K +124 +517%