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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
251
Virtus ETF Advisers
New York
$288K
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$281K
ASN
253
Advisory Services Network
Georgia
$278K +$5.35K +76 +1%
TWM
254
Tradition Wealth Management
Minnesota
$278K +$15.6K +222 +4%
SC
255
Sepio Capital
Utah
$275K -$17.6M -250,697 -98%
Lazard Asset Management
256
Lazard Asset Management
New York
$273K +$375K +5,329 +10,055%
GKWIM
257
Gerber Kawasaki Wealth & Investment Management
California
$270K +$374K +5,323 New
AF
258
Advisornet Financial
Minnesota
$262K
LFG
259
Larson Financial Group
Missouri
$256K +$330K +4,688 +1,324%
SA
260
Sanctuary Advisors
Indiana
$255K +$77.9K +1,107 +28%
GAM
261
Gotham Asset Management
New York
$245K
CAM
262
Cresset Asset Management
Illinois
$236K -$563 -8 -0.2%
PIA
263
Perennial Investment Advisors
California
$233K +$3.52K +50 +1%
NP
264
NorthRock Partners
Minnesota
$230K +$319K +4,530 New
SF
265
Seros Financial
Arizona
$229K -$5.42K -77 -2%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$226K +$10.6K +151 +4%
MFG
267
Merit Financial Group
Georgia
$226K +$6.12K +87 +2%
SWP
268
Stratos Wealth Partners
Ohio
$225K -$23.4K -333 -7%
SFS
269
Summit Financial Strategies
Ohio
$214K
QCM
270
QRG Capital Management
Illinois
$210K -$326K -4,629 -53%
MCM
271
Massar Capital Management
Connecticut
$208K +$288K +4,100 New
JIC
272
Joel Isaacson & Co
New York
$203K
SLAM
273
Swiss Life Asset Management
$200K +$278K +3,946 New
TRCT
274
Tower Research Capital (TRC)
New York
$183K -$618K -8,782 -71%
WIM
275
Westside Investment Management
California
$152K -$7.04K -100 -3%