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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
276
Amalgamated Bank
New York
$140K
OCM
277
Orion Capital Management
California
$140K
Parallax Volatility Advisers
278
Parallax Volatility Advisers
California
$134K -$3.28M -46,669 -95%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$129K +$17.7K +252 +11%
KBC Group
280
KBC Group
Belgium
$123K
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$122K +$70.6K +1,003 +72%
FFA
282
Farther Finance Advisors
California
$104K +$90.8K +1,290 +171%
WAM
283
Wolverine Asset Management
Illinois
$94.8K
Asset Management One
284
Asset Management One
Japan
$94.5K -$5.77K -82 -4%
ACM
285
Aster Capital Management
United Arab Emirates
$88.3K +$122K +1,739 New
AF
286
Allworth Financial
California
$82.9K +$492 +7 +0.4%
GI
287
GAMMA Investing
California
$81.5K -$1.76K -25 -2%
WC
288
Wexford Capital
Florida
$77.3K +$107K +1,521 New
SPIA
289
Steward Partners Investment Advisory
New York
$74.4K +$42.2K +600 +69%
ACM
290
Anfield Capital Management
California
$71.9K
BRWA
291
B. Riley Wealth Advisors
Florida
$53.2K +$73.7K +1,047 New
AFG
292
Albion Financial Group
Utah
$50.8K
SWM
293
Shelton Wealth Management
Texas
$50.8K +$70.3K +1,000 New
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$50K -$6.54K -93 -9%
CPG
295
Cornerstone Planning Group
New Jersey
$49.2K +$73.2K +1,040 +9,455%
VCM
296
Versant Capital Management
Arizona
$47K
SOW
297
State of Wyoming
Wyoming
$46.4K -$2.46K -35 -4%
PA
298
Parallel Advisors
California
$42.6K
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$42K +$633 +9 +1%
S
300
SignatureFD
Georgia
$40.4K -$6.96K -99 -11%