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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Toth Financial Advisory
Virginia
$10.7K -$222K -3,150 -94%
SCM
327
Sterling Capital Management
North Carolina
$10.4K
BC
328
Broadwater Capital
Massachusetts
$10.2K -$896K -12,736 -98%
DB
329
Danske Bank
Denmark
$10.2K -$10.3K -146 -42%
CSB
330
City State Bank
Iowa
$10.2K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$10.2K
WSFS
332
Wilmington Savings Fund Society
Delaware
$10.2K
NWM
333
Nova Wealth Management
Florida
$10K +$13.9K +197 New
C
334
Covestor
United Kingdom
$10K -$70 -1 -0.5%
SAM
335
Smartleaf Asset Management
Massachusetts
$9.49K +$10.8K +153 +567%
NEWAS
336
N.E.W. Advisory Services
Wisconsin
$9.35K -$1.13K -16 -8%
DWM
337
Dogwood Wealth Management
Kansas
$8.38K
PVI
338
Pine Valley Investments
New Jersey
$8.23K +$1.05K +15 +10%
Bessemer Group
339
Bessemer Group
New Jersey
$8K +$7.04K +100 +154%
QCG
340
Quadrant Capital Group
Ohio
$7.82K +$10.8K +154 New
AAS
341
Ameritas Advisory Services
Nebraska
$7.62K -$26.9K -382 -72%
ATC
342
Adirondack Trust Company
New York
$7.62K
PTC
343
Private Trust Company
Ohio
$7.32K -$1.55K -22 -13%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$7K +$9.78K +139 New
HFS
345
Hopwood Financial Services
Virginia
$6.6K -$2.32K -33 -20%
FFO
346
Fortitude Family Office
Arizona
$6.6K
RIL
347
Rothschild Investment LLC
Illinois
$6.35K -$3.17K -45 -26%
KFP
348
Kerr Financial Planning
California
$5.61K +$10.6K +150 New
SSG
349
Summit Securities Group
New York
$5.13K +$7.11K +101 New
CMA
350
Cedar Mountain Advisors
Oregon
$5.08K