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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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$105K +$93.9K +1,452 +839%
GCS
302
Gordian Capital (Singapore)
Singapore
$97K +$91.8K +1,420 +1,775%
ACM
303
Anfield Capital Management
California
$91.6K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$90K -$178K -2,759 -66%
RS
305
Rakuten Securities
Japan
$79.6K -$107K -1,657 -57%
BWL
306
Bogart Wealth LLC
Virginia
$77.6K +$45.3K +700 +140%
PD
307
Point72 (DIFC)
United Arab Emirates
$69.3K -$53.8K -832 -44%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$69K +$15.6K +241 +29%
AFG
309
Albion Financial Group
Utah
$64.7K
Walleye Trading
310
Walleye Trading
New York
$62.9K +$62.9K +973 New
SOW
311
State of Wyoming
Wyoming
$61.3K +$61.3K +948 New
VCM
312
Versant Capital Management
Arizona
$59.8K +$43.1K +667 +259%
S
313
SignatureFD
Georgia
$57.8K -$5.17K -80 -8%
AA
314
Ancora Advisors
Ohio
$56.6K -$38.8K -600 -41%
SPIA
315
Steward Partners Investment Advisory
New York
$55.9K +$23.4K +362 +72%
PA
316
Parallel Advisors
California
$54.2K -$4.53K -70 -8%
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$53K +$53K +816 New
FFA
318
Farther Finance Advisors
California
$48.8K -$5.76K -89 -11%
SAM
319
Shell Asset Management
Netherlands
$46K -$4.7K -73 -9%
NA
320
NewEdge Advisors
Louisiana
$45.1K -$84.1K -1,300 -65%
BAMF
321
BI Asset Management Fondsmaeglerselskab
Denmark
$44K
T
322
Tableaux
Massachusetts
$40K +$40K +40,000 New
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$38.8K
AAS
324
Ameritas Advisory Services
Nebraska
$34.4K +$34.4K +532 New
OIA
325
Optimum Investment Advisors
Illinois
$33K