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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
276
Allworth Financial
California
$6.96K
LFG
277
Larson Financial Group
Missouri
$6.64K -$3.56K -89 -35%
VCM
278
Versant Capital Management
Arizona
$6.44K +$1.48K +37 +30%
GWSG
279
GPS Wealth Strategies Group
Colorado
$6.36K -$19.8K -494 -76%
CMA
280
Cedar Mountain Advisors
Oregon
$6K +$6K +150 New
ATC
281
Adirondack Trust Company
New York
$6K
IAIM
282
International Assets Investment Management
Florida
$5.83K +$5.69K +227,688 +4,088%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$5.8K -$360 -9 -6%
CA
284
CoreCap Advisors
Michigan
$4.88K
MSG
285
Main Street Group
Virginia
$4K
FFA
286
Frazier Financial Advisors
Ohio
$4K
HWA
287
Heritage Wealth Advisors
Virginia
$4K
TCOV
288
Trust Company of Vermont
Vermont
$4K +$4K +100 New
BLC
289
Brown, Lisle/Cummings
Rhode Island
$3.6K
RIL
290
Rothschild Investment LLC
Illinois
$3.6K +$2.2K +55 +157%
GCS
291
Gordian Capital (Singapore)
Singapore
$3.24K
SCM
292
Sterling Capital Management
North Carolina
$3.16K +$3.16K +79 New
PPA
293
Painted Porch Advisors
California
$3.04K +$320 +8 +12%
Bessemer Group
294
Bessemer Group
New Jersey
$3K +$3K +70 New
PIS
295
POM Investment Strategies
North Carolina
$2.92K
AIM
296
Arcadia Investment Management
Michigan
$2.6K -$2K -50 -43%
AAP
297
Arax Advisory Partners
Colorado
$2.52K
CPA
298
Capital Performance Advisors
California
$2.48K +$2.48K +62 New
SIS
299
Sound Income Strategies
Florida
$2.4K
TWC
300
TD Waterhouse Canada
Ontario, Canada
$2.3K