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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
251
Point72 Asset Management
Connecticut
$319K
GAM
252
Gotham Asset Management
New York
$312K
GSIAS
253
Garden State Investment Advisory Services
New Jersey
$312K
JWCA
254
J.W. Cole Advisors
Florida
$309K
SWP
255
Stratos Wealth Partners
Ohio
$308K
RS
256
R Squared
Hong Kong
$302K
SF
257
Seros Financial
Arizona
$297K
PIA
258
Perennial Investment Advisors
California
$294K
PCM
259
Prelude Capital Management
New York
$289K
MFG
260
Merit Financial Group
Georgia
$282K
DTL
261
Dynamic Technology Lab
Singapore
$280K
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$278K
Capstone Investment Advisors
263
Capstone Investment Advisors
New York
$274K
CAU
264
Caxton Associates (UK)
$274K
PSC
265
Portman Square Capital
United Kingdom
$272K
SFS
266
Summit Financial Strategies
Ohio
$272K
AAS
267
Avantax Advisory Services
Texas
$270K
WMA
268
Wealth Management Associates
New Jersey
$270K
WVP
269
Worth Venture Partners
New Jersey
$259K
JIC
270
Joel Isaacson & Co
New York
$259K
SW
271
SteelPeak Wealth
California
$256K
Wealthfront Advisers
272
Wealthfront Advisers
California
$247K
IAA
273
Independent Advisor Alliance
North Carolina
$245K
CB
274
Commerce Bank
Missouri
$238K
William Blair & Company
275
William Blair & Company
Illinois
$233K