We are live on ! Find out more
UPST icon

Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$39.2K +$30.9K +439 +132%
GLF
302
Groupe la Francaise
France
$38.2K +$59.8K +850 New
NA
303
NewEdge Advisors
Louisiana
$35.4K
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$34K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$30.5K
IA
306
IFP Advisors
Florida
$30K +$14.6K +208 +54%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$28.8K +$8.79K +125 +28%
QL
308
Quarry LP
New York
$25.5K +$31.1K +442 +749%
CA
309
Clearstead Advisors
Ohio
$25.4K +$35.2K +500 New
GWM
310
Geneos Wealth Management
Colorado
$25K +$9.85K +140 +40%
RFP
311
Root Financial Partners
California
$21.6K +$29.9K +425 New
MCM
312
MAI Capital Management
Ohio
$21K +$13.8K +196 +90%
OIA
313
Optimum Investment Advisors
Illinois
$20.8K -$7.04K -100 -20%
AA
314
Ancora Advisors
Ohio
$19.1K -$35.2K -500 -57%
YDMI
315
Y.D. More Investments
Israel
$18.8K
AAP
316
Arax Advisory Partners
Colorado
$17.8K +$14.6K +207 +145%
CFB
317
Cullen/Frost Bankers
Texas
$17.6K -$2.11K -30 -8%
QC
318
Quent Capital
New York
$17K +$23.5K +334 New
RA
319
Rise Advisors
New York
$15.4K
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$15.2K
MHR
321
Matthew Hamilton Rosenberg
$15.2K
TFGT
322
TS Financial Group (TSFG)
Illinois
$15K +$21.1K +300 New
MIM
323
MTM Investment Management
South Carolina
$14.2K
GRP
324
Global Retirement Partners
California
$12.7K +$17.6K +250 New
SAM
325
Shell Asset Management
Netherlands
$12K -$34.2K -486 -68%