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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
251
Allworth Financial
California
$1.79K -$2.83K -79 -61%
FFL
252
Financial Freedom LLC
Ohio
$1.79K
OC
253
Oakworth Capital
Alabama
$1.79K
TCM
254
Tradewinds Capital Management
Washington
$1.79K
PWMG
255
Prestige Wealth Management Group
New Jersey
$1.79K
PP
256
Pacifica Partners
Canada
$1.71K
NL
257
NVWM LLC
Pennsylvania
$1.54K
AIM
258
Anchor Investment Management
South Carolina
$1.47K
CIA
259
Cape Investment Advisory
Georgia
$1.43K
GC
260
Gould Capital
Washington
$1.36K
EC
261
Elequin Capital
New York
$1.36K +$1.36K +38 New
CA
262
Clearstead Advisors
Ohio
$1.25K -$72 -2 -5%
HCM
263
Hollencrest Capital Management
California
$1.25K
HS
264
Horan Securities
United States
$1.24K
SS
265
Sunbelt Securities
Texas
$1.11K
CWA
266
Clearview Wealth Advisors
Oregon
$1.07K +$1.07K +30 New
DJSG
267
D.J. St. Germain
Massachusetts
$1.07K +$1.07K +30 New
HCM
268
Horrell Capital Management
Arkansas
$1K +$1K +15 New
2L
269
25 LLC
Missouri
$948 +$948 +20 New
JWM
270
Janiczek Wealth Management
Colorado
$896
WOC
271
West Oak Capital
California
$895
CSC
272
Caldwell Sutter Capital
California
$895 +$895 +25 New
NSIM
273
North Star Investment Management
Illinois
$859
MTIC
274
Missouri Trust & Investment Company
Missouri
$788
FWM
275
Focused Wealth Management
New York
$716