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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$38.8K
AAS
327
Ameritas Advisory Services
Nebraska
$34.4K +$26.1K +532 New
OIA
328
Optimum Investment Advisors
Illinois
$33K
IA
329
IFP Advisors
Florida
$29K -$1.47K -30 -7%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$28.6K -$344K -7,006 -94%
CFB
331
Cullen/Frost Bankers
Texas
$24.3K +$11.4K +233 +163%
YDMI
332
Y.D. More Investments
Israel
$23.9K
LFG
333
Larson Financial Group
Missouri
$22.9K +$5.3K +108 +44%
GWM
334
Geneos Wealth Management
Colorado
$22.8K -$27.7K -564 -62%
DB
335
Danske Bank
Denmark
$22.4K +$7.16K +146 +73%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$21.5K +$1.47K +30 +10%
RA
337
Rise Advisors
New York
$19.6K -$196 -4 -1%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$19.4K
MHR
339
Matthew Hamilton Rosenberg
$19.4K
RI
340
Ridgewood Investments
New Jersey
$19.4K
PP
341
PrairieView Partners
Minnesota
$19K
WTFG
342
Wood Tarver Financial Group
Idaho
$19K
MIM
343
MTM Investment Management
South Carolina
$18K +$13.7K +279 New
PFG
344
Putney Financial Group
California
$16K +$6.38K +130 +110%
MCM
345
MAI Capital Management
Ohio
$14.1K +$686 +14 +7%
SCM
346
Sterling Capital Management
North Carolina
$13.2K +$5.93K +121 +146%
C
347
Covestor
United Kingdom
$13K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$12.9K -$2.5K -51 -20%
CSB
349
City State Bank
Iowa
$12.9K
NEWAS
350
N.E.W. Advisory Services
Wisconsin
$12.9K

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.