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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
CoreCap Advisors
Michigan
$4.83K -$3.77K -82 -44%
MSG
327
Main Street Group
Virginia
$4.6K
HWA
328
Heritage Wealth Advisors
Virginia
$4.6K
CMA
329
Cedar Mountain Advisors
Oregon
$4.6K
FFA
330
Frazier Financial Advisors
Ohio
$4.6K
AAP
331
Arax Advisory Partners
Colorado
$4.05K +$737 +16 +22%
SCM
332
Sterling Capital Management
North Carolina
$3.82K +$92 +2 +2%
GCS
333
Gordian Capital (Singapore)
Singapore
$3.78K -$47 -1 -1%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$3.73K +$144 +4 +4%
Bessemer Group
335
Bessemer Group
New Jersey
$3K -$231 -5 -7%
AW
336
Avion Wealth
Texas
$3K
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$3K +$3K +58 New
SS
338
Sunbelt Securities
Texas
$2.76K
TWD
339
True Wealth Design
Ohio
$2.72K +$138 +3 +5%
CA
340
Continuum Advisory
Idaho
$2.49K +$322 +7 +15%
IWM
341
Inlight Wealth Management
Georgia
$2.39K +$2.39K +52 New
PWMG
342
Prestige Wealth Management Group
New Jersey
$2.3K -$46 -1 -2%
FFL
343
Financial Freedom LLC
Ohio
$2.3K
BIG
344
Brooklyn Investment Group
New York
$2.3K
WAG
345
Wiser Advisor Group
Arizona
$2.3K +$2.3K +50 New
DF
346
DecisionPoint Financial
Arizona
$2.16K +$2.16K +47 New
HWM
347
Hemington Wealth Management
Virginia
$2K -$217 -5 -10%
Lazard Asset Management
348
Lazard Asset Management
New York
$2K +$241 +7 +14%
NL
349
NVWM LLC
Pennsylvania
$1.98K
AIM
350
Anchor Investment Management
South Carolina
$1.89K