UPST icon

Upstart Holdings

408 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$940M
Puts
$954M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$57M
3 +$46.8M
4
JCAM
Jericho Capital Asset Management
New York
+$42M
5
Jane Street
Jane Street
New York
+$41.3M

Top Sellers

1 -$89.7M
2 -$82.3M
3 -$51.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.2M
5
MGCM
Mane Global Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$35.5K
NA
302
NewEdge Advisors
Louisiana
$35.4K
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$34K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$30.5K
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$28.8K
QL
306
Quarry LP
New York
$25.5K
CA
307
Clearstead Advisors
Ohio
$25.4K
GWM
308
Geneos Wealth Management
Colorado
$25K
RFP
309
Root Financial Partners
California
$21.6K
MCM
310
MAI Capital Management
Ohio
$21K
OIA
311
Optimum Investment Advisors
Illinois
$20.8K
AA
312
Ancora Advisors
Ohio
$19.1K
YDMI
313
Y.D. More Investments
Israel
$18.8K
AAP
314
Arax Advisory Partners
Colorado
$17.8K
CFB
315
Cullen/Frost Bankers
Texas
$17.6K
QC
316
Quent Capital
New York
$17K
RA
317
Rise Advisors
New York
$15.4K
Kayne Anderson Rudnick Investment Management
318
Kayne Anderson Rudnick Investment Management
California
$15.2K
MHR
319
Matthew Hamilton Rosenberg
$15.2K
TFGT
320
TS Financial Group (TSFG)
Illinois
$15K
MIM
321
MTM Investment Management
South Carolina
$14.2K
GRP
322
Global Retirement Partners
California
$12.7K
SAM
323
Shell Asset Management
Netherlands
$12K
TFA
324
Toth Financial Advisory
Virginia
$10.7K
SCM
325
Sterling Capital Management
North Carolina
$10.4K