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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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
351
GeoWealth Management
Illinois
$10.7K
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
$9.89K
ATC
356
Adirondack Trust Company
New York
$9.7K
AAP
357
Arax Advisory Partners
Colorado
$9.25K
FFO
358
Fortitude Family Office
Arizona
$8.41K
PWA
359
Physician Wealth Advisors
Utah
$6.92K
CMA
360
Cedar Mountain Advisors
Oregon
$6.47K
MSG
361
Main Street Group
Virginia
$6.47K
FFA
362
Frazier Financial Advisors
Ohio
$6.47K
HWA
363
Heritage Wealth Advisors
Virginia
$6.47K
TWD
364
True Wealth Design
Ohio
$5.3K
SC
365
SouthState Corp
Florida
$5.17K
BIG
366
Brooklyn Investment Group
New York
$4.4K
TWC
367
TD Waterhouse Canada
Ontario, Canada
$4.15K
EWA
368
EverSource Wealth Advisors
Alabama
$4.14K
PS
369
Principal Securities
Iowa
$4.01K
Bessemer Group
370
Bessemer Group
New Jersey
$4K
AW
371
Avion Wealth
Texas
$4K
QL
372
Quarry LP
New York
$3.82K
SS
373
Sunbelt Securities
Texas
$3.69K
IWM
374
Inlight Wealth Management
Georgia
$3.36K
PWMG
375
Prestige Wealth Management Group
New Jersey
$3.23K