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Upstart Holdings

413 hedge funds and large institutions have $3.9B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 135 increasing their positions, 122 reducing their positions, and 49 closing their positions.

Holders
413
Holders Change
+32
Holders Change %
+8.4%
% 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
85
Increased
135
Reduced
122
Closed
49
Calls
$617M
Puts
$494M
Net Calls
+$124M
Net Calls Change
+$110M
Name Market Value Shares Shares
Change
Shares
Change %
GM
351
GeoWealth Management
Illinois
$10.7K 166 +166 New
HFS
352
Hopwood Financial Services
Virginia
$10.5K 163
GWSG
353
GPS Wealth Strategies Group
Colorado
$10.3K 159
T
354
Transce3nd
Texas
$10.1K 152
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$9.9K 153 -2,546 -94%
ATC
356
Adirondack Trust Company
New York
$9.7K 150
AAP
357
Arax Advisory Partners
Colorado
$9.25K 143 +55 +63%
FFO
358
Fortitude Family Office
Arizona
$8.41K 130 -307 -70%
PWA
359
Physician Wealth Advisors
Utah
$6.92K 107 -7 -6%
MSG
360
Main Street Group
Virginia
$6.47K 100
FFA
361
Frazier Financial Advisors
Ohio
$6.47K 100
HWA
362
Heritage Wealth Advisors
Virginia
$6.47K 100
CMA
363
Cedar Mountain Advisors
Oregon
$6.47K 100
TWD
364
True Wealth Design
Ohio
$5.3K 82 +23 +39%
SC
365
SouthState Corp
Florida
$5.18K 80 -100 -56%
BIG
366
Brooklyn Investment Group
New York
$4.4K 68 +18 +36%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$4.15K 61 -250 -80%
EWA
368
EverSource Wealth Advisors
Alabama
$4.14K 64 -47 -42%
PS
369
Principal Securities
Iowa
$4.01K 62 +62 New
Bessemer Group
370
Bessemer Group
New Jersey
$4K 65
AW
371
Avion Wealth
Texas
$4K 73 +22 +43%
QL
372
Quarry LP
New York
$3.82K 59 +59 New
SS
373
Sunbelt Securities
Texas
$3.69K 60
IWM
374
Inlight Wealth Management
Georgia
$3.36K 52
FFL
375
Financial Freedom LLC
Ohio
$3.23K 50