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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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
376
Financial Freedom LLC
Ohio
$3.23K
Lazard Asset Management
377
Lazard Asset Management
New York
$3K
PP
378
Pacifica Partners
Canada
$2.79K
NL
379
NVWM LLC
Pennsylvania
$2.78K
PFBT
380
Parkside Financial Bank & Trust
Missouri
$2.72K
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
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
HNB
388
Huntington National Bank
Ohio
$1.55K
MTIC
389
Missouri Trust & Investment Company
Missouri
$1.42K
SC
390
Sawyer & Company
Massachusetts
$1K
FC
391
Fairscale Capital
New Hampshire
$981
PMFA
392
Plante Moran Financial Advisors
Michigan
$970
GWP
393
Gen-Wealth Partners
Michigan
$970
CPG
394
Cornerstone Planning Group
New Jersey
$909
HFS
395
Hughes Financial Services
Virginia
$873
JWA
396
JFS Wealth Advisors
Pennsylvania
$841
CFO
397
CVA Family Office
Colorado
$841
MMCM
398
Murphy & Mullick Capital Management
New York
$817
PS
399
PayPay Securities
Japan
$711
CA
400
CoreCap Advisors
Michigan
$647