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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
251
Bramshill Investments
Florida
$323K +$245K +5,000 New
Point72 Asset Management
252
Point72 Asset Management
Connecticut
$319K -$1.18M -23,983 -83%
GAM
253
Gotham Asset Management
New York
$312K
GSIAS
254
Garden State Investment Advisory Services
New Jersey
$312K +$20.4K +416 +9%
JWCA
255
J.W. Cole Advisors
Florida
$309K +$234K +4,777 New
SWP
256
Stratos Wealth Partners
Ohio
$308K -$48.9K -997 -17%
RS
257
R Squared
Hong Kong
$302K +$229K +4,662 New
CAM
258
Cresset Asset Management
Illinois
$301K -$20.9K -426 -8%
SF
259
Seros Financial
Arizona
$297K
PIA
260
Perennial Investment Advisors
California
$294K -$3.92K -80 -2%
PCM
261
Prelude Capital Management
New York
$289K -$197K -4,014 -47%
MFG
262
Merit Financial Group
Georgia
$282K -$44.3K -904 -17%
DTL
263
Dynamic Technology Lab
Singapore
$280K +$212K +4,332 New
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$278K +$38.3K +782 +22%
Capstone Investment Advisors
265
Capstone Investment Advisors
New York
$274K +$208K +4,239 New
CAU
266
Caxton Associates (UK)
$274K +$208K +4,235 New
PSC
267
Portman Square Capital
United Kingdom
$272K -$142K -2,893 -41%
SFS
268
Summit Financial Strategies
Ohio
$272K +$206K +4,210 New
AAS
269
Avantax Advisory Services
Texas
$270K +$205K +4,171 New
WMA
270
Wealth Management Associates
New Jersey
$270K +$204K +4,170 New
JIC
271
Joel Isaacson & Co
New York
$259K +$196K +4,000 New
WVP
272
Worth Venture Partners
New Jersey
$259K +$196K +4,000 New
SW
273
SteelPeak Wealth
California
$256K +$194K +3,964 New
SA
274
Sanctuary Advisors
Indiana
$253K +$192K +3,907 New
Wealthfront Advisers
275
Wealthfront Advisers
California
$247K +$187K +3,821 New

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.