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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
301
Carmichael Hill & Associates
Maryland
$1K -$12.1K -218 -92%
AWM
302
Avior Wealth Management
Nebraska
$1K -$1.9K -95 -66%
SWA
303
SOA Wealth Advisors
New York
$1K -$2.13K -85 -68%
EC
304
Elequin Capital
New York
$1K -$4K -72 -80%
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$261 -6 -21%
AF
306
Allworth Financial
California
$1K -$100 -2 -9%
WOC
307
West Oak Capital
California
$1K
NSIM
308
North Star Investment Management
Illinois
$1K
GIA
309
GHP Investment Advisors
Colorado
$1K
HS
310
Horan Securities
United States
$1K
LPWM
311
Lake Point Wealth Management
Texas
$1K
YAL
312
Your Advocates Ltd
Texas
$1K
AWM
313
Atticus Wealth Management
Florida
$1K
MTIC
314
Missouri Trust & Investment Company
Missouri
$1K
GC
315
Gould Capital
Washington
$1K
QC
316
Quent Capital
New York
$1K
PCG
317
Private Capital Group
Connecticut
$1K
LWANC
318
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
CA
319
Clearstead Advisors
Ohio
$1K +$270 +10 +37%
FWM
320
Focused Wealth Management
New York
$1K +$500 +10 +100%
EI
321
Ellevest Inc
New York
$1K +$625 +15 +167%
ODG
322
O'Dell Group
Ohio
$1K +$769 +20 +333%
JWM
323
Janiczek Wealth Management
Colorado
$1K +$833 +25 +500%
BIA
324
Bell Investment Advisors
California
$1K +$1K +26 New
VVP
325
Venture Visionary Partners
Ohio
$537 +$537 +17 New