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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
Flagship Harbor Advisors
Massachusetts
$230K
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$228K
GWM
278
GDS Wealth Management
Texas
$223K
KMWM
279
Keudell/Morrison Wealth Management
Oregon
$223K
Cerity Partners
280
Cerity Partners
New York
$219K
TFA
281
Toth Financial Advisory
Virginia
$217K
SAI
282
Savvy Advisors Inc
New York
$217K
BCI
283
Brinker Capital Investments
Pennsylvania
$217K
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$216K
CIP
285
Cornerstone Investment Partners
Georgia
$213K
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$212K
TCWM
287
Total Clarity Wealth Management
Illinois
$210K
AI
288
Atria Investments
North Carolina
$208K
HighTower Advisors
289
HighTower Advisors
Illinois
$207K
WIM
290
Westside Investment Management
California
$203K
AB
291
Amalgamated Bank
New York
$178K
OCM
292
Orion Capital Management
California
$178K
KBC Group
293
KBC Group
Belgium
$156K
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$148K
TPWA
296
Twin Peaks Wealth Advisors
California
$144K
Asset Management One
297
Asset Management One
Japan
$126K
WAM
298
Wolverine Asset Management
Illinois
$121K
VEA
299
Virtus ETF Advisers
New York
$118K
GI
300
GAMMA Investing
California
$105K