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Upstart Holdings

393 hedge funds and large institutions have $2.83B invested in Upstart Holdings in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

14% less capital invested

Capital invested by funds: $3.27B → $2.83B (-$445M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 137

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$518M
Puts
$428M
Net Calls
Net Calls Change

Top Buyers

1 +$118M
2 +$106M
3 +$68.6M
4
ACL
Azora Capital LP
Florida
+$40.6M
5
SG Americas Securities
SG Americas Securities
New York
+$40.4M

Top Sellers

1 -$139M
2 -$62.5M
3 -$53.1M
4
TI
Tidal Investments
Wisconsin
-$50.8M
5
Coatue Management
Coatue Management
New York
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
Osbon Capital Management
Massachusetts
$49.4K
ECSS
277
Eurizon Capital SGR SpA
$48.1K
SPIA
278
Steward Partners Investment Advisory
New York
$44.6K
AFG
279
Albion Financial Group
Utah
$43.7K
SWM
280
Shelton Wealth Management
Texas
$43.7K
BWL
281
Bogart Wealth LLC
Virginia
$43.7K
PA
282
Parallel Advisors
California
$41.5K
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$35.3K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$26.2K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$25.4K
SCM
286
Sterling Capital Management
North Carolina
$24.7K
BC
287
Bayforest Capital
United Kingdom
$24.6K
EW
288
Elyxium Wealth
California
$23.6K
CL
289
CSS LLC
Illinois
$21.7K
GWM
290
Geneos Wealth Management
Colorado
$21.5K
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$20.9K
EC
292
Elequin Capital
New York
$20.7K
PMFA
293
Plante Moran Financial Advisors
Michigan
$19.1K
NA
294
NewEdge Advisors
Louisiana
$17.9K
VCM
295
Versant Capital Management
Arizona
$17.8K
IA
296
IFP Advisors
Florida
$17.1K
CFB
297
Cullen/Frost Bankers
Texas
$16.7K
YDMI
298
Y.D. More Investments
Israel
$16.6K
AA
299
Ancora Advisors
Ohio
$16.4K
QC
300
Quent Capital
New York
$14.6K