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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
326
IFP Advisors
Florida
$29K -$2.28K -30 -7%
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$28.6K -$453K -7,006 -94%
CFB
328
Cullen/Frost Bankers
Texas
$24.3K +$15.1K +233 +163%
YDMI
329
Y.D. More Investments
Israel
$23.9K
LFG
330
Larson Financial Group
Missouri
$22.9K +$6.99K +108 +44%
GWM
331
Geneos Wealth Management
Colorado
$22.8K -$36.5K -564 -62%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$21.5K +$1.94K +30 +10%
RA
333
Rise Advisors
New York
$19.6K -$259 -4 -1%
Kayne Anderson Rudnick Investment Management
334
Kayne Anderson Rudnick Investment Management
California
$19.4K
RI
335
Ridgewood Investments
New Jersey
$19.4K
MHR
336
Matthew Hamilton Rosenberg
$19.4K
WTFG
337
Wood Tarver Financial Group
Idaho
$19K
PP
338
PrairieView Partners
Minnesota
$19K
MIM
339
MTM Investment Management
South Carolina
$18K +$18K +279 New
PFG
340
Putney Financial Group
California
$16K +$8.41K +130 +110%
MCM
341
MAI Capital Management
Ohio
$14.1K +$906 +14 +7%
SCM
342
Sterling Capital Management
North Carolina
$13.2K +$7.83K +121 +146%
C
343
Covestor
United Kingdom
$13K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$12.9K -$3.3K -51 -20%
NEWAS
345
N.E.W. Advisory Services
Wisconsin
$12.9K
CSB
346
City State Bank
Iowa
$12.9K
WSFS
347
Wilmington Savings Fund Society
Delaware
$12.9K
DWM
348
Dogwood Wealth Management
Kansas
$12.6K
RIL
349
Rothschild Investment LLC
Illinois
$11K +$2.26K +35 +26%
PTC
350
Private Trust Company
Ohio
$10.7K +$1.68K +26 +19%