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Upstart Holdings
UPST

Overview Fund Activity

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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$236M
2
CAM
2
Contour Asset Management
New York
$89.7M
3
MGCM
3
Mane Global Capital Management
New York
$43.6M
4
Squarepoint
4
Squarepoint
New York
$65.4M
5
RCM
5
Rokos Capital Management
United Kingdom
$31M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.84M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$23.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$45.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$230K +$230K +3,555 New
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$228K +$228K +3,527 New
GWM
278
GDS Wealth Management
Texas
$223K +$223K +3,453 New
KMWM
279
Keudell/Morrison Wealth Management
Oregon
$223K +$223K +3,450 New
Cerity Partners
280
Cerity Partners
New York
$219K -$196K -3,028 -47%
TFA
281
Toth Financial Advisory
Virginia
$217K +$204K +3,150 +1,500%
SAI
282
Savvy Advisors Inc
New York
$217K +$217K +3,358 New
BCI
283
Brinker Capital Investments
Pennsylvania
$217K +$217K +3,354 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$216K +$216K +3,345 New
CIP
285
Cornerstone Investment Partners
Georgia
$213K +$213K +3,296 New
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$212K +$110K +1,704 +109%
TCWM
287
Total Clarity Wealth Management
Illinois
$210K +$210K +3,250 New
AI
288
Atria Investments
North Carolina
$208K -$94.3K -1,458 -31%
HighTower Advisors
289
HighTower Advisors
Illinois
$207K +$207K +3,197 New
WIM
290
Westside Investment Management
California
$203K – – –
AB
291
Amalgamated Bank
New York
$178K – – –
OCM
292
Orion Capital Management
California
$178K -$647 -10 -0.4%
KBC Group
293
KBC Group
Belgium
$156K -$85.9K -1,328 -35%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$25.2K -389 -14%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$148K +$21.6K +334 +17%
TPWA
296
Twin Peaks Wealth Advisors
California
$144K +$144K +2,275 New
Asset Management One
297
Asset Management One
Japan
$126K -$4.33K -67 -3%
WAM
298
Wolverine Asset Management
Illinois
$121K – – –
VEA
299
Virtus ETF Advisers
New York
$118K -$108K -1,677 -48%
GI
300
GAMMA Investing
California
$105K -$2.13K -33 -2%
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