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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
251
Rise Advisors
New York
$8.58K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$8.17K
CSB
253
City State Bank
Iowa
$8K -$8K -200 -50%
FFO
254
Fortitude Family Office
Arizona
$7.6K +$7.6K +186 New
AF
255
Allworth Financial
California
$7.39K +$3.27K +80 +79%
CTA
256
Colonial Trust Advisors
South Carolina
$7.27K
LFG
257
Larson Financial Group
Missouri
$6.33K -$29.4K -719 -82%
AAG
258
Armstrong Advisory Group
Massachusetts
$6.13K
Russell Investments Group
259
Russell Investments Group
United Kingdom
$6.01K -$16.8K -412 -74%
SWM
260
Spire Wealth Management
Virginia
$5.46K -$1.64K -50 -23%
VL
261
Vima LLC
Michigan
$5.27K +$5.27K +129 New
CIA
262
Cape Investment Advisory
Georgia
$4.25K +$2.62K +64 +160%
GWS
263
Glassman Wealth Services
Virginia
$4.21K
HWA
264
Heritage Wealth Advisors
Virginia
$4.09K
WWM
265
Wolff Wiese Magana
California
$4.09K
MSG
266
Main Street Group
Virginia
$4.09K +$4.09K +100 New
FFA
267
Frazier Financial Advisors
Ohio
$4.09K +$4.09K +100 New
CG
268
Cutler Group
California
$4K -$116K -2,904 -97%
ATC
269
Adirondack Trust Company
New York
$3.86K
KFS
270
Kelly Financial Services
Massachusetts
$3.68K
A
271
AlphaQuest
New York
$3.6K +$3.6K +88 New
AP
272
Aspect Partners
Virginia
$3.51K +$3.51K +86 New
BGAI
273
Bruce G. Allen Investments
Colorado
$3.39K +$3.39K +83 New
VWM
274
Venturi Wealth Management
Texas
$3.31K -$60.4K -1,478 -95%
GCS
275
Gordian Capital (Singapore)
Singapore
$3.31K