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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+35
Holders Change %
+9.21%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
48
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
351
GeoWealth Management
Illinois
$10.7K +$10.7K +166 New
HFS
352
Hopwood Financial Services
Virginia
$10.5K
GWSG
353
GPS Wealth Strategies Group
Colorado
$10.3K
T
354
Transce3nd
Texas
$10.1K
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$9.9K -$165K -2,546 -94%
ATC
356
Adirondack Trust Company
New York
$9.7K
AAP
357
Arax Advisory Partners
Colorado
$9.25K +$3.56K +55 +63%
FFO
358
Fortitude Family Office
Arizona
$8.41K -$19.9K -307 -70%
PWA
359
Physician Wealth Advisors
Utah
$6.92K -$453 -7 -6%
MSG
360
Main Street Group
Virginia
$6.47K
FFA
361
Frazier Financial Advisors
Ohio
$6.47K
HWA
362
Heritage Wealth Advisors
Virginia
$6.47K
CMA
363
Cedar Mountain Advisors
Oregon
$6.47K
TWD
364
True Wealth Design
Ohio
$5.3K +$1.49K +23 +39%
SC
365
SouthState Corp
Florida
$5.18K -$6.47K -100 -56%
BIG
366
Brooklyn Investment Group
New York
$4.4K +$1.16K +18 +36%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$4.15K -$17K -250 -80%
EWA
368
EverSource Wealth Advisors
Alabama
$4.14K -$3.04K -47 -42%
PS
369
Principal Securities
Iowa
$4.01K +$4.01K +62 New
Bessemer Group
370
Bessemer Group
New Jersey
$4K
AW
371
Avion Wealth
Texas
$4K +$1.21K +22 +43%
QL
372
Quarry LP
New York
$3.82K +$3.82K +59 New
SS
373
Sunbelt Securities
Texas
$3.69K
IWM
374
Inlight Wealth Management
Georgia
$3.36K
FFL
375
Financial Freedom LLC
Ohio
$3.23K