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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$40K
FFA
277
Farther Finance Advisors
California
$38.8K -$1.79K -39 -4%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$38K -$1.38K -30 -4%
SAM
279
Shell Asset Management
Netherlands
$36K -$1.42K -31 -4%
QCG
280
Quadrant Capital Group
Ohio
$32.9K +$460 +10 +1%
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$31K -$84.6K -1,837 -73%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$27.6K
OIA
283
Optimum Investment Advisors
Illinois
$23.5K +$13.8K +300 +143%
SPIA
284
Steward Partners Investment Advisory
New York
$23.1K +$783 +17 +4%
BWL
285
Bogart Wealth LLC
Virginia
$23K +$23K +500 New
FFO
286
Fortitude Family Office
Arizona
$20.1K
IA
287
IFP Advisors
Florida
$19K -$690 -15 -4%
QC
288
Quent Capital
New York
$18K +$2.58K +56 +17%
YDMI
289
Y.D. More Investments
Israel
$17K
TWC
290
TD Waterhouse Canada
Ontario, Canada
$14.3K +$11.5K +250 +410%
RA
291
Rise Advisors
New York
$14.1K +$7.41K +161 +110%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$13.9K -$5.34K -116 -28%
WTFG
293
Wood Tarver Financial Group
Idaho
$13.8K
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
$13.8K
RI
295
Ridgewood Investments
New Jersey
$13.8K
MHR
296
Matthew Hamilton Rosenberg
$13.8K
PP
297
PrairieView Partners
Minnesota
$13K
VCM
298
Versant Capital Management
Arizona
$11.9K
LC
299
Lindbrook Capital
California
$11.7K -$1.2K -26 -9%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$2.35K +51 +26%