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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
HT
401
HAP Trading
New York
-$1.11M -17,792 Closed
AS
402
Altshuler Shaham
Israel
-$696K -17,400 Closed
BFM
403
Boothbay Fund Management
New York
-$690K -17,238 Closed
QC
404
Quadrature Capital
United Kingdom
-$676K -16,905 Closed
OQS
405
Occudo Quantitative Strategies
Florida
-$651K -16,263 Closed
PFS
406
Prospera Financial Services
Texas
-$609K -15,213 Closed
FA
407
Fiducient Advisors
Illinois
-$560K -14,000 Closed
GCM
408
Graham Capital Management
Connecticut
-$431K -10,778 Closed
YIH
409
Y-Intercept (HK)
Hong Kong
-$430K -10,759 Closed
Parallax Volatility Advisers
410
Parallax Volatility Advisers
California
-$562K -9,011 Closed
OR
411
Olympiad Research
Connecticut
-$346K -8,660 Closed
PFO
412
PMC FIG Opportunities
Israel
-$311K -7,762 Closed
TPWA
413
Twin Peaks Wealth Advisors
California
-$213K -5,333 Closed
Walleye Trading
414
Walleye Trading
New York
-$328K -5,266 Closed
FC
415
FORA Capital
Florida
-$202K -5,049 Closed
IIA
416
IPG Investment Advisors
California
-$200K -5,000 Closed
SG Americas Securities
417
SG Americas Securities
New York
-$165K -4,134 Closed
Acadian Asset Management
418
Acadian Asset Management
Massachusetts
-$162K -4,053 Closed
PHK
419
Point72 Hong Kong
Hong Kong
-$102K -2,559 Closed
WTG
420
West Tower Group
Virginia
-$80K -2,000 Closed
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
-$64K -1,600 Closed
FCM
422
Fourpath Capital Management
Oklahoma
-$46.9K -1,171 Closed
ITIM
423
Indiana Trust & Investment Management
Indiana
-$43.4K -1,085 Closed
HCM
424
Hollencrest Capital Management
California
-$40K -1,000 Closed
BTI
425
Blue Trust Inc
Georgia
-$23.3K -989 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.