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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
376
Vestcor Inc
New Brunswick, Canada
$71K +$44.7K +408 +170%
SLWA
377
San Luis Wealth Advisors
California
$64K +$64K +426 New
PA
378
Parallel Advisors
California
$63K -$13.8K -122 -18%
TFA
379
Toth Financial Advisory
Virginia
$58K -$1.09K -10 -2%
HIA
380
Harbor Investment Advisory
Maryland
$55K -$2.2K -20 -4%
FAG
381
Fortitude Advisory Group
Washington
$49K +$21.7K +199 +80%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$47K +$36K +327 +327%
SIA
383
SkyView Investment Advisors
New Jersey
$45K +$45K +416 New
HI
384
Hudock Inc
Pennsylvania
$45K +$45K +417 New
CTC
385
Central Trust Company
Missouri
$44K +$22K +200 +100%
S
386
SignatureFD
Georgia
$43K +$31.6K +288 +277%
PB
387
Pinnacle Bancorp
Nebraska
$43K +$43K +395 New
APP
388
Alpha Paradigm Partners
Illinois
$42K
TWM
389
Tradition Wealth Management
Minnesota
$39K +$28K +253 +253%
RA
390
Rise Advisors
New York
$34K +$5.4K +50 +19%
CCM
391
Cribstone Capital Management
Maine
$33K
JWA
392
JFS Wealth Advisors
Pennsylvania
$33K +$11K +100 +50%
GWSG
393
GPS Wealth Strategies Group
Colorado
$32K +$32K +290 New
WAS
394
Winch Advisory Services
Wisconsin
$31K +$31K +287 New
BFC
395
Bedel Financial Consulting
Indiana
$30K +$1.51K +14 +5%
FHA
396
First Horizon Advisors
Tennessee
$29K +$29K +263 New
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$27K +$22.8K +206 +542%
MCC
398
Money Concepts Capital
Florida
$27K +$27K +244 New
PCM
399
Penserra Capital Management
California
$26K +$1.74K +16 +7%
CHA
400
Carmichael Hill & Associates
Maryland
$26K +$15.8K +143 +154%