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Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
251
LifeSteps Financial
California
$726 27 +27 New
CSC
252
Caldwell Sutter Capital
California
$672 25 -17 -40%
HWP
253
Highline Wealth Partners
California
$618 23 +23 New
MTIC
254
Missouri Trust & Investment Company
Missouri
$592 22 – –
CA
255
CoreCap Advisors
Michigan
$592 22 +22 New
RFG
256
REAP Financial Group
Texas
$538 20 – –
GI
257
Gradient Investments
Minnesota
$511 19 – –
CHA
258
Carmichael Hill & Associates
Maryland
$485 18 – –
SC
259
Sawyer & Company
Massachusetts
$457 17 – –
GWP
260
Gen-Wealth Partners
Michigan
$403 15 +15 New
GFPC
261
Global Financial Private Client
Florida
$396 15 – –
AWM
262
Avior Wealth Management
Nebraska
$376 14 +12 +600%
HNB
263
Huntington National Bank
Ohio
$350 13 – –
CP
264
Castleview Partners
Texas
$269 10 – –
RIL
265
Rothschild Investment LLC
Illinois
$269 10 +10 New
FGAM
266
Financial Gravity Asset Management
Texas
$204 5 – –
GJIA
267
Glass Jacobson Investment Advisors
Maryland
$108 4 – –
AA
268
Addison Advisors
Vermont
$108 4 – –
CFGS
269
Concourse Financial Group Securities
Alabama
$107 4 – –
FSWA
270
Financial Synergies Wealth Advisors
Texas
$81 3 +1 +50%
PFA
271
Pathway Financial Advisers
Indiana
$53 2 – –
EWA
272
EverSource Wealth Advisors
Alabama
$44 2 -18 -90%
EC
273
Elequin Capital
New York
$27 1 +1 New
CA
274
Continuum Advisory
Idaho
$26 1 +1 New
IPW
275
Impact Partnership Wealth
Georgia
$15 1 – –
9 10
11
12 13