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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
276
Wagner Wealth Management
South Carolina
$5K +$5K +160 New
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$4.59K -$800 -17,384 -15%
AIM
278
Anchor Investment Management
South Carolina
$4.46K
GRP
279
Global Retirement Partners
California
$4K
HWA
280
HHM Wealth Advisors
Tennessee
$4K
GWS
281
Glassman Wealth Services
Virginia
$4K +$119 +4 +3%
CA
282
CoreCap Advisors
Michigan
$4K +$4K +113 New
CP
283
Castleview Partners
Texas
$3.22K +$2.78K +63 +630%
MCC
284
Money Concepts Capital
Florida
$3K -$5.82K -161 -66%
PFBT
285
Parkside Financial Bank & Trust
Missouri
$3K
HWA
286
Heritage Wealth Advisors
Virginia
$3K
HFM
287
Harvest Fund Management
China
$3K
GCS
288
Gordian Capital (Singapore)
Singapore
$3K +$2.96K +80 +8,000%
PP
289
Pacifica Partners
Canada
$3K +$3K +84 New
GI
290
Gradient Investments
Minnesota
$3K +$3K +85 New
BPC
291
Banque Pictet & Cie
Switzerland
$2.74K +$206 +6,500 +8%
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$2K -$448 -13 -18%
TCM
293
Tradewinds Capital Management
Washington
$2K -$280 -7 -12%
SSB
294
Sandy Spring Bank
Maryland
$2K
OC
295
Oakworth Capital
Alabama
$2K
FCG
296
Financial Connections Group
California
$2K
Credit Agricole
297
Credit Agricole
France
$2K
CCM
298
Covington Capital Management
California
$2K
EWM
299
Evermay Wealth Management
Virginia
$2K
AWM
300
Accel Wealth Management
Iowa
$2K +$1.61K +53 +408%