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Upstart Holdings

338 hedge funds and large institutions have $1.45B invested in Upstart Holdings in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

14% less funds holding

Funds holding: 392338 (-54)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 97

49% less capital invested

Capital invested by funds: $2.83B → $1.45B (-$1.37B)

Holders
338
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
$330M
Puts
$254M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
276
Hanson & Doremus Investment Management
Vermont
$3K
EWA
277
EverSource Wealth Advisors
Alabama
$2.67K
HWA
278
Heritage Wealth Advisors
Virginia
$2.56K
CMA
279
Cedar Mountain Advisors
Oregon
$2.56K
FFA
280
Frazier Financial Advisors
Ohio
$2.56K
MSG
281
Main Street Group
Virginia
$2.56K
WETS
282
Wealth Enhancement Trust Services
South Dakota
$2.55K
RF
283
Rossby Financial
Florida
$2.54K
PWA
284
Physician Wealth Advisors
Utah
$2.39K
GCP
285
Gill Capital Partners
Colorado
$2.31K
TWC
286
TD Waterhouse Canada
Ontario, Canada
$2.1K
CA
287
Centerpoint Advisors
Massachusetts
$2K
FFO
288
Fortitude Family Office
Arizona
$1.98K
KCM
289
Key Capital Management
Tennessee
$1.95K
SGK
290
Steigerwald Gordon & Koch
Virginia
$1.8K
VNT
291
Vanguard National Trust
Pennsylvania
$1.74K
Toronto Dominion Bank
292
Toronto Dominion Bank
Ontario, Canada
$1.71K
WAM
293
Wolverine Asset Management
Illinois
$1.36K
PS
294
PayPay Securities
Japan
$1.29K
PWMG
295
Prestige Wealth Management Group
New Jersey
$1.28K
FFL
296
Financial Freedom LLC
Ohio
$1.28K
PFBT
297
Parkside Financial Bank & Trust
Missouri
$1.28K
YP
298
YANKCOM Partnership
South Dakota
$1.23K
NL
299
NVWM LLC
Pennsylvania
$1.1K
AIM
300
Anchor Investment Management
South Carolina
$1.05K