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Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
251
Amalgamated Bank
New York
$161K
BAMF
252
BI Asset Management Fondsmaeglerselskab
Denmark
$155K +$155K +2,510 New
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K -$95.4K -1,550 -41%
CP
254
Castleview Partners
Texas
$116K -$15.6K -257 -12%
WAM
255
Wolverine Asset Management
Illinois
$115K +$115K +1,866 New
Bank Julius Baer & Co
256
Bank Julius Baer & Co
Switzerland
$109K +$109K +1,605 New
NA
257
NewEdge Advisors
Louisiana
$102K +$61.6K +1,000 +151%
AA
258
Ancora Advisors
Ohio
$97K +$23.1K +375 +31%
RS
259
R Squared
Hong Kong
$96K +$96K +1,560 New
AAM
260
Advisors Asset Management
Colorado
$93.6K +$93.6K +1,520 New
ACM
261
Anfield Capital Management
California
$87.2K
GI
262
GAMMA Investing
California
$83K +$13.8K +224 +20%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$82K +$123 +2 +0.2%
Asset Management One
264
Asset Management One
Japan
$79.8K -$22.6K -332 -22%
AFG
265
Albion Financial Group
Utah
$61.6K
Russell Investments Group
266
Russell Investments Group
United Kingdom
$59.8K +$43K +699 +257%
CIAM
267
Caitong International Asset Management
Hong Kong
$58.1K +$58.1K +943 New
PA
268
Parallel Advisors
California
$57.6K +$2.77K +45 +5%
S
269
SignatureFD
Georgia
$55.9K +$923 +15 +2%
FFA
270
Farther Finance Advisors
California
$54.3K +$10.6K +172 +24%
PMFA
271
Plante Moran Financial Advisors
Michigan
$53.5K
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$53K -$105K -1,695 -66%
SAM
273
Shell Asset Management
Netherlands
$50K
VWM
274
Venturi Wealth Management
Texas
$49.8K -$431 -7 -0.9%
QCG
275
Quadrant Capital Group
Ohio
$43.4K