UPST icon

Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
376
Prestige Wealth Management Group
New Jersey
$3.23K
Lazard Asset Management
377
Lazard Asset Management
New York
$3K -$283 -5 -9%
PP
378
Pacifica Partners
Canada
$2.79K
NL
379
NVWM LLC
Pennsylvania
$2.78K
PFBT
380
Parkside Financial Bank & Trust
Missouri
$2.72K +$129 +2 +5%
AIM
381
Anchor Investment Management
South Carolina
$2.65K
BIA
382
Bell Investment Advisors
California
$2.59K
AssetMark Inc
383
AssetMark Inc
California
$2.59K +$1.94K +30 +300%
PWMG
384
Private Wealth Management Group
New Jersey
$2.52K
GC
385
Gould Capital
Washington
$2.46K
HWM
386
Hemington Wealth Management
Virginia
$2K
SAM
387
Smartleaf Asset Management
Massachusetts
$1.71K -$7.8K -123 -82%
HNB
388
Huntington National Bank
Ohio
$1.55K -$388 -6 -20%
MTIC
389
Missouri Trust & Investment Company
Missouri
$1.42K
SC
390
Sawyer & Company
Massachusetts
$1K
FC
391
Fairscale Capital
New Hampshire
$981 -$327 -4 -25%
PMFA
392
Plante Moran Financial Advisors
Michigan
$970 -$55.2K -854 -98%
GWP
393
Gen-Wealth Partners
Michigan
$970
CPG
394
Cornerstone Planning Group
New Jersey
$909
HFS
395
Hughes Financial Services
Virginia
$873 +$873 +13 New
JWA
396
JFS Wealth Advisors
Pennsylvania
$841
CFO
397
CVA Family Office
Colorado
$841 +$841 +13 New
MMCM
398
Murphy & Mullick Capital Management
New York
$817
PS
399
PayPay Securities
Japan
$711 -$129 -2 -15%
CA
400
CoreCap Advisors
Michigan
$647 -$6.15K -95 -90%