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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
376
Murphy & Mullick Capital Management
New York
$616 +$623 +10 New
Amundi
377
Amundi
France
$533 +$561 +9 New
DRP
378
Decker Retirement Planning
Utah
$369 +$374 +6 New
QL
379
Quarry LP
New York
$308 +$312 +5 New
AA
380
Addison Advisors
Vermont
$247
GJIA
381
Glass Jacobson Investment Advisors
Maryland
$247
CAM
382
Creekmur Asset Management
Illinois
$246
Optiver Holding
383
Optiver Holding
Netherlands
$185 -$298K -4,776 -100%
SIC
384
SJS Investment Consulting
Ohio
$185
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$185 +$125 +2 +200%
WA
386
WPG Advisers
Maryland
$123 +$125 +2 New
AWM
387
Activest Wealth Management
Florida
$62
OLVIG
388
Oliver Lagore Vanvalin Investment Group
Michigan
$57
Simplex Trading
389
Simplex Trading
Illinois
-$16.5M -264,883 Closed
KCM
390
Kodai Capital Management
Illinois
-$7.29M -182,126 Closed
HF
391
HRT Financial
New York
-$4.72M -75,688 Closed
JGC
392
J. Goldman & Co
New York
-$2.58M -64,519 Closed
TSS
393
Two Sigma Securities
New York
-$3.69M -59,174 Closed
SEC
394
Seven Eight Capital
New York
-$2.25M -56,233 Closed
ACM
395
Aquatic Capital Management
Illinois
-$2.05M -51,200 Closed
CC
396
Centiva Capital
New York
-$1.45M -36,123 Closed
BBA
397
Baader Bank Aktiengesellschaft
Germany
-$1.33M -34,229 Closed
BC
398
BIT Capital
Germany
-$1.04M -25,871 Closed
QCM
399
Qsemble Capital Management
New York
-$906K -22,637 Closed
EP
400
Edgestream Partners
New Jersey
-$727K -18,159 Closed

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.