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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
301
Bell Investment Advisors
California
$1.19K -$2K -49 -63%
SC
302
Sawyer & Company
Massachusetts
$1K
WOC
303
West Oak Capital
California
$1K
HCM
304
Horrell Capital Management
Arkansas
$1K +$1K +15 New
NSIM
305
North Star Investment Management
Illinois
$981
PWMG
306
Private Wealth Management Group
New Jersey
$981 +$981 +24 New
MTIC
307
Missouri Trust & Investment Company
Missouri
$899
FWM
308
Focused Wealth Management
New York
$817
EWA
309
EverSource Wealth Advisors
Alabama
$817 +$817 +20 New
RFG
310
REAP Financial Group
Texas
$817 +$817 +20 New
GI
311
Gradient Investments
Minnesota
$776
CHA
312
Carmichael Hill & Associates
Maryland
$736
GFPC
313
Global Financial Private Client
Florida
$613
AssetMark Inc
314
AssetMark Inc
California
$613 +$613 +15 New
HNB
315
Huntington National Bank
Ohio
$531
CP
316
Castleview Partners
Texas
$409
GCM
317
Gables Capital Management
Florida
$409
SIC
318
SJS Investment Consulting
Ohio
$287 -$9.27K -226 -97%
FGAM
319
Financial Gravity Asset Management
Texas
$204 +$204 +5 New
AA
320
Addison Advisors
Vermont
$164
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$164
CFGS
322
Concourse Financial Group Securities
Alabama
$163
CMBA
323
C.M. Bidwell & Associates
Hawaii
$82 -$41.6K -1,015 -100%
PFA
324
Pathway Financial Advisers
Indiana
$82
AWM
325
Avior Wealth Management
Nebraska
$81 +$81 +2 New