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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Abound Wealth Management
Tennessee
$401 +$401 +10 New
GRP
327
Global Retirement Partners
California
$400 -$2.88K -72 -88%
AssetMark Inc
328
AssetMark Inc
California
$400 +$400 +10 New
PS
329
PayPay Securities
Japan
$360 -$640 -16 -64%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$281
AWM
331
Avior Wealth Management
Nebraska
$280 +$280 +7 New
N
332
Natixis
France
$240 -$80 -2 -25%
GJIA
333
Glass Jacobson Investment Advisors
Maryland
$161
AA
334
Addison Advisors
Vermont
$161
CAM
335
Creekmur Asset Management
Illinois
$160
SIC
336
SJS Investment Consulting
Ohio
$121 +$121 +3 New
CA
337
Continuum Advisory
Idaho
$67
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$41
AWM
339
Activest Wealth Management
Florida
$40
OLVIG
340
Oliver Lagore Vanvalin Investment Group
Michigan
$37 +$37 +1 New
WOC
341
West Oak Capital
California
$10
Norges Bank
342
Norges Bank
Norway
-$6.99M -296,389 Closed
Capital Fund Management (CFM)
343
Capital Fund Management (CFM)
France
-$5.69M -241,029 Closed
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
-$2.01M -85,126 Closed
EAM
345
Eschler Asset Management
United Kingdom
-$1.34M -50,000 Closed
WG
346
Winton Group
United Kingdom
-$841K -35,661 Closed
SW
347
SVB Wealth
Massachusetts
-$620K -26,300 Closed
Rafferty Asset Management
348
Rafferty Asset Management
New York
-$419K -17,747 Closed
CTC (Chicago Trading Company)
349
CTC (Chicago Trading Company)
Illinois
-$367K -15,555 Closed
Nomura Holdings
350
Nomura Holdings
Japan
-$256K -10,844 Closed