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Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$5.92K -$2.67K -45 -31%
RIL
327
Rothschild Investment LLC
Illinois
$5.85K +$308 +5 +6%
NWWA
328
New Wave Wealth Advisors
Arkansas
$5.73K +$5.73K +93 New
PWA
329
Physician Wealth Advisors
Utah
$5.54K +$5.54K +90 New
HMS
330
Hanseatic Management Services
New Mexico
$5.42K +$5.42K +88 New
GCS
331
Gordian Capital (Singapore)
Singapore
$4.99K
A
332
AlphaQuest
New York
$4.99K -$101K -1,642 -95%
SCM
333
Sterling Capital Management
North Carolina
$4.99K +$123 +2 +3%
PIS
334
POM Investment Strategies
North Carolina
$4.5K
AAP
335
Arax Advisory Partners
Colorado
$4.43K +$554 +9 +14%
Bessemer Group
336
Bessemer Group
New Jersey
$4K
SS
337
Sunbelt Securities
Texas
$3.8K +$3.8K +60 New
TWC
338
TD Waterhouse Canada
Ontario, Canada
$3.75K
PPA
339
Painted Porch Advisors
California
$3.69K -$985 -16 -21%
TWD
340
True Wealth Design
Ohio
$3.45K +$62 +1 +2%
PWMG
341
Prestige Wealth Management Group
New Jersey
$3.14K
FFL
342
Financial Freedom LLC
Ohio
$3.08K
BIG
343
Brooklyn Investment Group
New York
$3.08K +$3.08K +50 New
Lazard Asset Management
344
Lazard Asset Management
New York
$3K -$7.35K -125 -71%
AW
345
Avion Wealth
Texas
$3K
HWM
346
Hemington Wealth Management
Virginia
$3K +$235 +4 +9%
CA
347
Continuum Advisory
Idaho
$2.89K +$2.83K +46 +4,600%
PP
348
Pacifica Partners
Canada
$2.67K
NL
349
NVWM LLC
Pennsylvania
$2.65K
CA
350
Clearstead Advisors
Ohio
$2.53K +$370 +6 +17%