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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
276
Independent Advisor Alliance
North Carolina
$245K -$80.5K -1,642 -30%
CB
277
Commerce Bank
Missouri
$238K +$180K +3,675 New
William Blair & Company
278
William Blair & Company
Illinois
$233K +$177K +3,600 New
IFG
279
Independent Financial Group
California
$231K +$175K +3,568 New
FHA
280
Flagship Harbor Advisors
Massachusetts
$230K +$174K +3,555 New
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$228K +$173K +3,527 New
GWM
282
GDS Wealth Management
Texas
$223K +$169K +3,453 New
KMWM
283
Keudell/Morrison Wealth Management
Oregon
$223K +$169K +3,450 New
Cerity Partners
284
Cerity Partners
New York
$219K -$148K -3,028 -47%
TFA
285
Toth Financial Advisory
Virginia
$217K +$154K +3,150 +1,500%
SAI
286
Savvy Advisors Inc
New York
$217K +$165K +3,358 New
BCI
287
Brinker Capital Investments
Pennsylvania
$217K +$164K +3,354 New
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$216K +$164K +3,345 New
CIP
289
Cornerstone Investment Partners
Georgia
$213K +$162K +3,296 New
Bank Julius Baer & Co
290
Bank Julius Baer & Co
Switzerland
$212K +$73.6K +1,500 +85%
TCWM
291
Total Clarity Wealth Management
Illinois
$210K +$159K +3,250 New
AI
292
Atria Investments
North Carolina
$208K -$71.5K -1,458 -31%
HighTower Advisors
293
HighTower Advisors
Illinois
$207K +$157K +3,197 New
WIM
294
Westside Investment Management
California
$203K
LSA
295
Leonteq Securities AG
Switzerland
$187K -$12.6K -256 -8%
AB
296
Amalgamated Bank
New York
$178K
OCM
297
Orion Capital Management
California
$178K -$490 -10 -0.4%
KBC Group
298
KBC Group
Belgium
$156K -$65.1K -1,328 -35%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$19.1K -389 -14%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$148K +$16.4K +334 +17%

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.