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Upstart Holdings

393 hedge funds and large institutions have $2.83B invested in Upstart Holdings in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

14% less capital invested

Capital invested by funds: $3.27B → $2.83B (-$445M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 137

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$518M
Puts
$428M
Net Calls
Net Calls Change

Top Buyers

1 +$118M
2 +$106M
3 +$68.6M
4
ACL
Azora Capital LP
Florida
+$40.6M
5
SG Americas Securities
SG Americas Securities
New York
+$40.4M

Top Sellers

1 -$139M
2 -$62.5M
3 -$53.1M
4
TI
Tidal Investments
Wisconsin
-$50.8M
5
Coatue Management
Coatue Management
New York
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$1.71K
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$1.49K
ZBNA
353
Zions Bancorporation, National Association
Utah
$1.4K
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$1.36K
VWWMG
355
Vermillion & White Wealth Management Group
Pennsylvania
$1.35K
AssetMark Inc
356
AssetMark Inc
California
$1.18K
AUB
357
Atlantic Union Bankshares
Virginia
$1.18K
PS
358
PayPay Securities
Japan
$1.14K
DT
359
DV Trading
Illinois
$1.09K
EP
360
Essential Partners
California
$1.01K
MTIC
361
Missouri Trust & Investment Company
Missouri
$962
SA
362
Strategic Advocates
Utah
$944
RWS
363
Retirement Wealth Solutions
Wisconsin
$875
SC
364
Sawyer & Company
Massachusetts
$743
SWM
365
SHP Wealth Management
Massachusetts
$743
IAS
366
IMA Advisory Services
Colorado
$699
CPG
367
Cornerstone Planning Group
New Jersey
$691
MCM
368
MAI Capital Management
Ohio
$616
JWA
369
JFS Wealth Advisors
Pennsylvania
$569
CFM
370
Cornerstone Financial Management
Massachusetts
$568
FC
371
Fairscale Capital
New Hampshire
$525
SHIM
372
Stone House Investment Management
Pennsylvania
$525
SWP
373
Strategic Wealth Partners
Ohio
$481
JFA
374
JNBA Financial Advisors
Minnesota
$438
SS
375
Sunbelt Securities
Texas
$437