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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hughes Financial Services
Virginia
$873 +$637 +13 New
JWA
402
JFS Wealth Advisors
Pennsylvania
$841
CFO
403
CVA Family Office
Colorado
$841 +$637 +13 New
MMCM
404
Murphy & Mullick Capital Management
New York
$817
PS
405
PayPay Securities
Japan
$711 -$98 -2 -15%
CA
406
CoreCap Advisors
Michigan
$647 -$4.66K -95 -90%
JFA
407
JNBA Financial Advisors
Minnesota
$647
SIS
408
Sound Income Strategies
Florida
$647
SWP
409
Strategic Wealth Partners
Ohio
$647 +$490 +10 New
BFS
410
Bare Financial Services
Pennsylvania
$582 +$441 +9 New
ADL
411
Asset Dedication LLC
California
$518
RAM
412
Riggs Asset Management
Pennsylvania
$453 +$343 +7 New
DF
413
DecisionPoint Financial
Arizona
$341 -$2.06K -42 -89%
AA
414
Addison Advisors
Vermont
$259
GJIA
415
Glass Jacobson Investment Advisors
Maryland
$259
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$195
WA
417
WPG Advisers
Maryland
$129
AWM
418
Activest Wealth Management
Florida
$65
OLVIG
419
Oliver Lagore Vanvalin Investment Group
Michigan
$43 +$49 +1 New
WOC
420
West Oak Capital
California
$16
Renaissance Technologies
421
Renaissance Technologies
New York
-$66.4M -1,441,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.1M -262,000 Closed
EGM
423
Engineers Gate Manager
New York
-$6.3M -136,866 Closed
MF
424
Magnetar Financial
Illinois
-$5.6M -121,701 Closed
Macquarie Group
425
Macquarie Group
Australia
-$3.53M -76,649 Closed

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.