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Upstart Holdings

408 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$940M
Puts
$954M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$57M
3 +$46.8M
4
JCAM
Jericho Capital Asset Management
New York
+$42M
5
Jane Street
Jane Street
New York
+$41.3M

Top Sellers

1 -$89.7M
2 -$82.3M
3 -$51.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.2M
5
MGCM
Mane Global Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DB
326
Danske Bank
Denmark
$10.2K
WSFS
327
Wilmington Savings Fund Society
Delaware
$10.2K
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$10.2K
CSB
329
City State Bank
Iowa
$10.2K
BC
330
Broadwater Capital
Massachusetts
$10.2K
NWM
331
Nova Wealth Management
Florida
$10K
C
332
Covestor
United Kingdom
$10K
SAM
333
Smartleaf Asset Management
Massachusetts
$9.49K
NEWAS
334
N.E.W. Advisory Services
Wisconsin
$9.35K
DWM
335
Dogwood Wealth Management
Kansas
$8.38K
Bessemer Group
336
Bessemer Group
New Jersey
$8K
QCG
337
Quadrant Capital Group
Ohio
$7.82K
AAS
338
Ameritas Advisory Services
Nebraska
$7.62K
ATC
339
Adirondack Trust Company
New York
$7.62K
PTC
340
Private Trust Company
Ohio
$7.32K
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$7K
HFS
342
Hopwood Financial Services
Virginia
$6.6K
FFO
343
Fortitude Family Office
Arizona
$6.6K
RIL
344
Rothschild Investment LLC
Illinois
$6.35K
KFP
345
Kerr Financial Planning
California
$5.61K
SSG
346
Summit Securities Group
New York
$5.13K
CMA
347
Cedar Mountain Advisors
Oregon
$5.08K
MSG
348
Main Street Group
Virginia
$5.08K
HWA
349
Heritage Wealth Advisors
Virginia
$5.08K
FFA
350
Frazier Financial Advisors
Ohio
$5.08K