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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Frazier Financial Advisors
Ohio
$5.08K
HWA
352
Heritage Wealth Advisors
Virginia
$5.08K
MSG
353
Main Street Group
Virginia
$5.08K
EWA
354
EverSource Wealth Advisors
Alabama
$4.62K +$1.9K +27 +42%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$4.47K -$934K -13,281 -99%
T
356
Transce3nd
Texas
$4.21K -$6.54K -93 -61%
TWD
357
True Wealth Design
Ohio
$4.17K
SGK
358
Steigerwald Gordon & Koch
Virginia
$3.56K +$4.92K +70 New
PS
359
Principal Securities
Iowa
$3.45K +$422 +6 +10%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$3.19K
SS
361
Sunbelt Securities
Texas
$3.15K +$141 +2 +3%
AW
362
Avion Wealth
Texas
$3K
IWM
363
Inlight Wealth Management
Georgia
$2.64K
FFL
364
Financial Freedom LLC
Ohio
$2.54K
PWMG
365
Prestige Wealth Management Group
New Jersey
$2.54K
WAG
366
Wiser Advisor Group
Arizona
$2.54K +$3.52K +50 New
PP
367
Pacifica Partners
Canada
$2.29K
NL
368
NVWM LLC
Pennsylvania
$2.18K
PFBT
369
Parkside Financial Bank & Trust
Missouri
$2.13K
AIM
370
Anchor Investment Management
South Carolina
$2.08K
AssetMark Inc
371
AssetMark Inc
California
$2.03K
BIA
372
Bell Investment Advisors
California
$2.03K
HWM
373
Hemington Wealth Management
Virginia
$2K
PS
374
PayPay Securities
Japan
$1.99K +$1.97K +28 +255%
PWMG
375
Private Wealth Management Group
New Jersey
$1.98K