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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
401
Sherbrooke Park Advisers
New York
-$413K -6,701 Closed
MLIC
402
Mandatum Life Insurance Company
Finland
-$372K -6,050 Closed
VIA
403
Virtus Investment Advisers
Connecticut
-$332K -5,400 Closed
GS
404
GTS Securities
New York
-$293K -4,753 Closed
ET
405
Entropy Technologies
New York
-$284K -4,617 Closed
SFS
406
Summit Financial Strategies
Ohio
-$281K -4,561 Closed
CB
407
Commerce Bank
Missouri
-$226K -3,675 Closed
Mitsubishi UFJ Trust & Banking
408
Mitsubishi UFJ Trust & Banking
Japan
-$224K -3,642 Closed
William Blair & Company
409
William Blair & Company
Illinois
-$222K -3,600 Closed
WAP
410
Wealthcare Advisory Partners
Pennsylvania
-$219K -3,552 Closed
KMWM
411
Keudell/Morrison Wealth Management
Oregon
-$212K -3,450 Closed
FIA
412
Foundations Investment Advisors
Arizona
-$207K -3,368 Closed
BC
413
Bridgefront Capital
Texas
-$201K -3,259 Closed
SH
414
SLT Holdings
Arizona
-$200K -3,250 Closed
GS
415
GWN Securities
Florida
-$205K -3,110 Closed
CP
416
Castleview Partners
Texas
-$116K -1,914 Closed
RS
417
R Squared
Hong Kong
-$96K -1,560 Closed
CIAM
418
Caitong International Asset Management
Hong Kong
-$58.1K -943 Closed
VWM
419
Venturi Wealth Management
Texas
-$49.8K -809 Closed
EC
420
Elequin Capital
New York
-$24K -390 Closed
Q1WB
421
Quest 10 Wealth Builders
Virginia
-$21.6K -350 Closed
PAS
422
Point72 Asia (Singapore)
Singapore
-$21.4K -348 Closed
RP
423
Raelipskie Partnership
Ontario, Canada
-$19.4K -315 Closed
NMG
424
New Millennium Group
Utah
-$17.2K -280 Closed
GM
425
GeoWealth Management
Illinois
-$11.6K -188 Closed