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Upstart Holdings

408 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$940M
Puts
$954M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$57M
3 +$46.8M
4
JCAM
Jericho Capital Asset Management
New York
+$42M
5
Jane Street
Jane Street
New York
+$41.3M

Top Sellers

1 -$89.7M
2 -$82.3M
3 -$51.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.2M
5
MGCM
Mane Global Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$4.62K
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$4.47K
T
353
Transce3nd
Texas
$4.21K
TWD
354
True Wealth Design
Ohio
$4.17K
SGK
355
Steigerwald Gordon & Koch
Virginia
$3.56K
PS
356
Principal Securities
Iowa
$3.45K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$3.19K
SS
358
Sunbelt Securities
Texas
$3.15K
AW
359
Avion Wealth
Texas
$3K
IWM
360
Inlight Wealth Management
Georgia
$2.64K
PWMG
361
Prestige Wealth Management Group
New Jersey
$2.54K
FFL
362
Financial Freedom LLC
Ohio
$2.54K
WAG
363
Wiser Advisor Group
Arizona
$2.54K
PP
364
Pacifica Partners
Canada
$2.29K
NL
365
NVWM LLC
Pennsylvania
$2.18K
PFBT
366
Parkside Financial Bank & Trust
Missouri
$2.13K
AIM
367
Anchor Investment Management
South Carolina
$2.08K
BIA
368
Bell Investment Advisors
California
$2.03K
AssetMark Inc
369
AssetMark Inc
California
$2.03K
HWM
370
Hemington Wealth Management
Virginia
$2K
PS
371
PayPay Securities
Japan
$1.99K
PWMG
372
Private Wealth Management Group
New Jersey
$1.98K
CVM
373
Cheviot Value Management
California
$1.98K
GC
374
Gould Capital
Washington
$1.93K
GWSG
375
GPS Wealth Strategies Group
Colorado
$1.57K