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Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$2.52K
PWMG
352
Private Wealth Management Group
New Jersey
$2.4K
GC
353
Gould Capital
Washington
$2.34K
EWA
354
EverSource Wealth Advisors
Alabama
$2.09K +$308 +5 +17%
SIS
355
Sound Income Strategies
Florida
$1.85K -$1.85K -30 -50%
BIA
356
Bell Investment Advisors
California
$1.79K
WWP
357
WR Wealth Planners
Missouri
$1.66K -$11.5K -187 -87%
CSC
358
Caldwell Sutter Capital
California
$1.54K
CWA
359
Carolina Wealth Advisors
South Carolina
$1.54K +$1.54K +25 New
MTIC
360
Missouri Trust & Investment Company
Missouri
$1.36K
TSMHT
361
Thurston Springer Miller Herd & Titak
Indiana
$1.29K +$1.29K +21 New
SC
362
Sawyer & Company
Massachusetts
$1K
FC
363
Fairscale Capital
New Hampshire
$985
GWP
364
Gen-Wealth Partners
Michigan
$924
PS
365
PayPay Securities
Japan
$924 +$370 +6 +67%
SWM
366
Spire Wealth Management
Virginia
$924 +$924 +15 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$801
AssetMark Inc
368
AssetMark Inc
California
$800 +$185 +3 +30%
CPG
369
Cornerstone Planning Group
New Jersey
$715
GRP
370
Global Retirement Partners
California
$616
MMCM
371
Murphy & Mullick Capital Management
New York
$616 +$616 +10 New
JFA
372
JNBA Financial Advisors
Minnesota
$616 +$616 +10 New
Amundi
373
Amundi
France
$533 +$533 +9 New
DRP
374
Decker Retirement Planning
Utah
$369 +$369 +6 New
QL
375
Quarry LP
New York
$308 +$308 +5 New