UPST icon

Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
351
Bell Investment Advisors
California
$1.84K +$507 +11 +38%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$1.84K +$1.84K +40 New
PWMG
353
Private Wealth Management Group
New Jersey
$1.8K
GC
354
Gould Capital
Washington
$1.75K
PP
355
Pacifica Partners
Canada
$1.7K
CA
356
Clearstead Advisors
Ohio
$1.61K -$276 -6 -15%
HNB
357
Huntington National Bank
Ohio
$1.38K +$1.38K +30 New
CWA
358
Carolina Wealth Advisors
South Carolina
$1.15K
SC
359
Stephens Consulting
Michigan
$1.15K +$1.15K +25 New
MTIC
360
Missouri Trust & Investment Company
Missouri
$1.01K
SC
361
Sawyer & Company
Massachusetts
$1K
Amundi
362
Amundi
France
$890 +$542 +14 +156%
FC
363
Fairscale Capital
New Hampshire
$736
GWP
364
Gen-Wealth Partners
Michigan
$690
PS
365
PayPay Securities
Japan
$618 -$95 -2 -13%
JWA
366
JFS Wealth Advisors
Pennsylvania
$599
CPG
367
Cornerstone Planning Group
New Jersey
$484
JFA
368
JNBA Financial Advisors
Minnesota
$461
SIS
369
Sound Income Strategies
Florida
$460 -$920 -20 -67%
AssetMark Inc
370
AssetMark Inc
California
$460 -$138 -3 -23%
MMCM
371
Murphy & Mullick Capital Management
New York
$460
ADL
372
Asset Dedication LLC
California
$369 +$369 +8 New
GJIA
373
Glass Jacobson Investment Advisors
Maryland
$247
AA
374
Addison Advisors
Vermont
$185
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$139