UPST icon

Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
T
301
Transce3nd
Texas
$14.1K +$14.1K +224 New
AF
302
Allworth Financial
California
$13.1K +$1.64K +25 +14%
OIA
303
Optimum Investment Advisors
Illinois
$12.9K -$6.16K -100 -32%
TFA
304
Toth Financial Advisory
Virginia
$12.9K
MCM
305
MAI Capital Management
Ohio
$12.6K +$12.6K +204 New
CSB
306
City State Bank
Iowa
$12.3K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$12.3K
WSFS
308
Wilmington Savings Fund Society
Delaware
$12.3K
LFG
309
Larson Financial Group
Missouri
$12.1K +$1.91K +31 +19%
C
310
Covestor
United Kingdom
$12K -$6.39K -107 -35%
GM
311
GeoWealth Management
Illinois
$11.6K -$123 -2 -1%
CA
312
CoreCap Advisors
Michigan
$11.5K +$4K +65 +53%
AWM
313
Avior Wealth Management
Nebraska
$10.3K +$9.85K +160 +2,286%
DWM
314
Dogwood Wealth Management
Kansas
$10.2K +$10.2K +165 New
HFS
315
Hopwood Financial Services
Virginia
$10K +$10K +163 New
GWSG
316
GPS Wealth Strategies Group
Colorado
$9.79K
ATC
317
Adirondack Trust Company
New York
$9.23K
RA
318
Rise Advisors
New York
$8.99K -$2.71K -44 -23%
PTC
319
Private Trust Company
Ohio
$7.94K +$7.94K +129 New
CFB
320
Cullen/Frost Bankers
Texas
$7.51K +$7.51K +122 New
FFA
321
Frazier Financial Advisors
Ohio
$6.33K
SAM
322
Smartleaf Asset Management
Massachusetts
$6.33K +$5.38K +85 +567%
CMA
323
Cedar Mountain Advisors
Oregon
$6.16K -$3.08K -50 -33%
HWA
324
Heritage Wealth Advisors
Virginia
$6.16K
MSG
325
Main Street Group
Virginia
$6.16K