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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
CVM
376
Cheviot Value Management
California
$1.98K +$2.74K +39 New
GC
377
Gould Capital
Washington
$1.93K
GWSG
378
GPS Wealth Strategies Group
Colorado
$1.57K -$9.01K -128 -81%
EP
379
Essential Partners
California
$1.32K +$211 +3 +13%
PWA
380
Physician Wealth Advisors
Utah
$1.27K -$5.77K -82 -77%
AEPWM
381
Atlantic Edge Private Wealth Management
Florida
$1.27K +$1.76K +25 New
SA
382
Strategic Advocates
Utah
$1.27K +$1.76K +25 New
BFS
383
Bare Financial Services
Pennsylvania
$1.22K +$1.05K +15 +167%
MTIC
384
Missouri Trust & Investment Company
Missouri
$1.12K
SC
385
Sawyer & Company
Massachusetts
$1K
TPCW
386
TD Private Client Wealth
New York
$914 +$1.27K +18 New
WANY
387
Wealthspire Advisors (New York)
New York
$813 +$1.13K +16 New
GWP
388
Gen-Wealth Partners
Michigan
$762
PMFA
389
Plante Moran Financial Advisors
Michigan
$762
RWS
390
Retirement Wealth Solutions
Wisconsin
$762 +$1.05K +15 New
JWA
391
JFS Wealth Advisors
Pennsylvania
$661
CFO
392
CVA Family Office
Colorado
$660
FC
393
Fairscale Capital
New Hampshire
$610
CA
394
CoreCap Advisors
Michigan
$508
JFA
395
JNBA Financial Advisors
Minnesota
$508
MMCM
396
Murphy & Mullick Capital Management
New York
$508
SWP
397
Strategic Wealth Partners
Ohio
$508
FC
398
Financial Consulate
Maryland
$508 +$703 +10 New
SVCP
399
Silicon Valley Capital Partners
California
$508 +$703 +10 New
TIM
400
Tortoise Investment Management
New York
$508 +$703 +10 New