We are live on ! Find out more
UPST icon

Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
376
Avion Wealth
Texas
$4K +$1.08K +22 +43%
QL
377
Quarry LP
New York
$3.82K +$2.89K +59 New
SS
378
Sunbelt Securities
Texas
$3.69K
IWM
379
Inlight Wealth Management
Georgia
$3.36K
FFL
380
Financial Freedom LLC
Ohio
$3.23K
PWMG
381
Prestige Wealth Management Group
New Jersey
$3.23K
Lazard Asset Management
382
Lazard Asset Management
New York
$3K -$245 -5 -9%
PP
383
Pacifica Partners
Canada
$2.79K
NL
384
NVWM LLC
Pennsylvania
$2.78K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$2.72K +$98 +2 +5%
AIM
386
Anchor Investment Management
South Carolina
$2.65K
BIA
387
Bell Investment Advisors
California
$2.59K
AssetMark Inc
388
AssetMark Inc
California
$2.59K +$1.47K +30 +300%
PWMG
389
Private Wealth Management Group
New Jersey
$2.52K
GC
390
Gould Capital
Washington
$2.46K
HWM
391
Hemington Wealth Management
Virginia
$2K
SAM
392
Smartleaf Asset Management
Massachusetts
$1.71K -$6.03K -123 -82%
HNB
393
Huntington National Bank
Ohio
$1.55K -$294 -6 -20%
EP
394
Essential Partners
California
$1.49K +$1.13K +23 New
MTIC
395
Missouri Trust & Investment Company
Missouri
$1.42K
SC
396
Sawyer & Company
Massachusetts
$1K
FC
397
Fairscale Capital
New Hampshire
$981 -$196 -4 -25%
PMFA
398
Plante Moran Financial Advisors
Michigan
$970 -$41.9K -854 -98%
GWP
399
Gen-Wealth Partners
Michigan
$970
CPG
400
Cornerstone Planning Group
New Jersey
$909

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.