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Upstart Holdings

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
351
Adirondack Trust Company
New York
$48K +$48K +150 New
AS
352
Altshuler Shaham
Israel
$48K +$48K +151 New
WAS
353
Winch Advisory Services
Wisconsin
$46K +$20.1K +63 +78%
GGHC
354
Gilder Gagnon Howe & Co
New York
$45K +$45K +143 New
GWS
355
Glassman Wealth Services
Virginia
$43K -$23.4K -74 -35%
CFGS
356
Concourse Financial Group Securities
Alabama
$43K +$33.5K +106 +353%
SSB
357
Sandy Spring Bank
Maryland
$42K +$23.9K +75 +132%
BCA
358
Berman Capital Advisors
Georgia
$42K +$42K +134 New
RE
359
RBC Europe
United Kingdom
$41.5K +$41.5K +131 New
SWM
360
Sugarloaf Wealth Management
Georgia
$40K +$40K +125 New
IPW
361
IronBridge Private Wealth
Texas
$40K +$40K +126 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$38K +$38K +120 New
CT
363
Clearstead Trust
Maine
$36K
LC
364
Lindbrook Capital
California
$35K +$35K +110 New
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$33K +$33K +103 New
CTC
366
Central Trust Company
Missouri
$32K +$32K +100 New
WOC
367
West Oak Capital
California
$32K +$32K +100 New
EWM
368
Evermay Wealth Management
Virginia
$32K +$32K +100 New
MCM
369
Manchester Capital Management
Vermont
$32K +$32K +100 New
HI
370
Hoey Investments
Pennsylvania
$32K +$32K +100 New
CFA
371
Carroll Financial Associates
North Carolina
$31K +$31K +100 New
HA
372
Herold Advisors
New York
$31K +$31K +100 New
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$30.1K +$30.1K +95 New
WWM
374
Wagner Wealth Management
South Carolina
$29K +$29K +90 New
HWM
375
Holloway Wealth Management
Florida
$26K