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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
301
Larson Financial Group
Missouri
$11.3K +$2.26K +49 +25%
A
302
AlphaQuest
New York
$10.9K +$7.14K +155 +191%
BCV
303
Banque Cantonale Vaudoise
Switzerland
$10K +$10K +215 New
TFA
304
Toth Financial Advisory
Virginia
$9.67K
MCM
305
MAI Capital Management
Ohio
$9.39K
CSB
306
City State Bank
Iowa
$9.21K
WSFS
307
Wilmington Savings Fund Society
Delaware
$9.21K
NEWAS
308
N.E.W. Advisory Services
Wisconsin
$9.21K +$9.21K +200 New
FAM
309
Flaharty Asset Management
Florida
$9.21K +$9.21K +200 New
C
310
Covestor
United Kingdom
$9K +$45 +1 +0.5%
SC
311
SouthState Corp
Florida
$8.29K +$8.29K +180 New
AF
312
Allworth Financial
California
$8.09K -$1.22K -26 -13%
DWM
313
Dogwood Wealth Management
Kansas
$7.6K
HFS
314
Hopwood Financial Services
Virginia
$7.5K
GWSG
315
GPS Wealth Strategies Group
Colorado
$7.32K
SAM
316
Smartleaf Asset Management
Massachusetts
$7.09K +$2.36K +50 +50%
AWM
317
Accredited Wealth Management
Kentucky
$7.09K +$7.09K +154 New
ATC
318
Adirondack Trust Company
New York
$6.9K
T
319
Transce3nd
Texas
$6.63K -$3.14K -72 -32%
CFB
320
Cullen/Frost Bankers
Texas
$6.58K +$967 +21 +17%
PTC
321
Private Trust Company
Ohio
$6.44K +$506 +11 +9%
RIL
322
Rothschild Investment LLC
Illinois
$6.21K +$1.84K +40 +42%
PFG
323
Putney Financial Group
California
$5.43K +$5.43K +118 New
PWA
324
Physician Wealth Advisors
Utah
$5.25K +$1.11K +24 +27%
EWA
325
EverSource Wealth Advisors
Alabama
$5.11K +$3.54K +77 +226%