UPST icon

Upstart Holdings

408 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$940M
Puts
$954M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$57M
3 +$46.8M
4
JCAM
Jericho Capital Asset Management
New York
+$42M
5
Jane Street
Jane Street
New York
+$41.3M

Top Sellers

1 -$89.7M
2 -$82.3M
3 -$51.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.2M
5
MGCM
Mane Global Capital Management
New York
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
376
Physician Wealth Advisors
Utah
$1.27K
SA
377
Strategic Advocates
Utah
$1.27K
AEPWM
378
Atlantic Edge Private Wealth Management
Florida
$1.27K
BFS
379
Bare Financial Services
Pennsylvania
$1.22K
MTIC
380
Missouri Trust & Investment Company
Missouri
$1.12K
SC
381
Sawyer & Company
Massachusetts
$1K
TPCW
382
TD Private Client Wealth
New York
$914
WANY
383
Wealthspire Advisors (New York)
New York
$813
PMFA
384
Plante Moran Financial Advisors
Michigan
$762
GWP
385
Gen-Wealth Partners
Michigan
$762
RWS
386
Retirement Wealth Solutions
Wisconsin
$762
JWA
387
JFS Wealth Advisors
Pennsylvania
$661
CFO
388
CVA Family Office
Colorado
$660
FC
389
Fairscale Capital
New Hampshire
$610
SWP
390
Strategic Wealth Partners
Ohio
$508
JFA
391
JNBA Financial Advisors
Minnesota
$508
MMCM
392
Murphy & Mullick Capital Management
New York
$508
CA
393
CoreCap Advisors
Michigan
$508
SVCP
394
Silicon Valley Capital Partners
California
$508
TIM
395
Tortoise Investment Management
New York
$508
FC
396
Financial Consulate
Maryland
$508
HFS
397
Hughes Financial Services
Virginia
$504
ADL
398
Asset Dedication LLC
California
$407
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$356
GA
400
Guerra Advisors
Florida
$279