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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
251
Raelipskie Partnership
Ontario, Canada
$12.6K +$12.6K +315 New
OIA
252
Optimum Investment Advisors
Illinois
$12.4K
ACM
253
Aster Capital Management
United Arab Emirates
$12.3K +$12.3K +308 New
MHR
254
Matthew Hamilton Rosenberg
$12K
MWA
255
MFA Wealth Advisors
Pennsylvania
$12K
RI
256
Ridgewood Investments
New Jersey
$12K
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$12K +$12K +300 New
C
258
Covestor
United Kingdom
$12K +$39 +1 +0.3%
PP
259
PrairieView Partners
Minnesota
$12K +$12K +300 New
NMG
260
New Millennium Group
Utah
$11.2K
Russell Investments Group
261
Russell Investments Group
United Kingdom
$10.9K +$8.48K +212 +353%
EC
262
Elequin Capital
New York
$10.7K +$10.7K +267 New
LC
263
Lindbrook Capital
California
$10.6K -$2.2K -55 -17%
BCV
264
Banque Cantonale Vaudoise
Switzerland
$9K
WWP
265
WR Wealth Planners
Missouri
$8.56K -$280 -7 -3%
TFA
266
Toth Financial Advisory
Virginia
$8.4K
CSB
267
City State Bank
Iowa
$8K
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$8K
FAM
269
Flaharty Asset Management
Florida
$8K +$8K +200 New
WSFS
270
Wilmington Savings Fund Society
Delaware
$8K +$8K +200 New
RA
271
Rise Advisors
New York
$7.6K -$800 -20 -10%
GM
272
GeoWealth Management
Illinois
$7.6K +$7.6K +190 New
Allspring Global Investments
273
Allspring Global Investments
North Carolina
$7.56K -$440 -11 -6%
CTA
274
Colonial Trust Advisors
South Carolina
$7.12K
Lazard Asset Management
275
Lazard Asset Management
New York
$7K -$7.04K -177 -50%