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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
301
True Wealth Design
Ohio
$2.2K +$2.2K +55 New
PWMG
302
Prestige Wealth Management Group
New Jersey
$2.04K +$40 +1 +2%
FFL
303
Financial Freedom LLC
Ohio
$2K
AW
304
Avion Wealth
Texas
$2K
HWM
305
Hemington Wealth Management
Virginia
$2K +$2K +47 New
PP
306
Pacifica Partners
Canada
$1.76K
NL
307
NVWM LLC
Pennsylvania
$1.72K
AIM
308
Anchor Investment Management
South Carolina
$1.64K
GWSA
309
Global Wealth Strategies & Associates
Colorado
$1.6K +$1.6K +40 New
PWMG
310
Private Wealth Management Group
New Jersey
$1.56K +$1.56K +39 New
GC
311
Gould Capital
Washington
$1.52K
CA
312
Clearstead Advisors
Ohio
$1.4K
DJSG
313
D.J. St. Germain
Massachusetts
$1.2K
BIA
314
Bell Investment Advisors
California
$1.16K
EWA
315
EverSource Wealth Advisors
Alabama
$1.16K +$240 +6 +26%
CSC
316
Caldwell Sutter Capital
California
$1K
SC
317
Sawyer & Company
Massachusetts
$1K
MTIC
318
Missouri Trust & Investment Company
Missouri
$880
NRG
319
Nemes Rush Group
Michigan
$834
GWP
320
Gen-Wealth Partners
Michigan
$767
FC
321
Fairscale Capital
New Hampshire
$640
SAM
322
Smartleaf Asset Management
Massachusetts
$612 -$245 -6 -29%
GFPC
323
Global Financial Private Client
Florida
$600
CPG
324
Cornerstone Planning Group
New Jersey
$555 +$555 +11 New
JWA
325
JFS Wealth Advisors
Pennsylvania
$521 +$521 +13 New