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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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
401
Sound Income Strategies
Florida
$647
JFA
402
JNBA Financial Advisors
Minnesota
$647
SWP
403
Strategic Wealth Partners
Ohio
$647 +$647 +10 New
BFS
404
Bare Financial Services
Pennsylvania
$582 +$582 +9 New
ADL
405
Asset Dedication LLC
California
$518
RAM
406
Riggs Asset Management
Pennsylvania
$453 +$453 +7 New
DF
407
DecisionPoint Financial
Arizona
$341 -$2.86K -42 -89%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$259
AA
409
Addison Advisors
Vermont
$259
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$195
WA
411
WPG Advisers
Maryland
$129
AWM
412
Activest Wealth Management
Florida
$65
OLVIG
413
Oliver Lagore Vanvalin Investment Group
Michigan
$43 +$43 +1 New
WOC
414
West Oak Capital
California
$16
Renaissance Technologies
415
Renaissance Technologies
New York
-$66.4M -1,441,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
416
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.1M -262,000 Closed
EGM
417
Engineers Gate Manager
New York
-$6.3M -136,866 Closed
MF
418
Magnetar Financial
Illinois
-$5.6M -121,701 Closed
Macquarie Group
419
Macquarie Group
Australia
-$3.53M -76,649 Closed
Robeco Institutional Asset Management
420
Robeco Institutional Asset Management
Netherlands
-$3.45M -75,000 Closed
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
-$2.91M -63,294 Closed
EGI
422
EAM Global Investors
California
-$2.83M -61,551 Closed
EI
423
EAM Investors
California
-$2.4M -52,053 Closed
Walleye Capital
424
Walleye Capital
New York
-$1.87M -40,686 Closed
CF
425
Corebridge Financial
Texas
-$1.8M -39,207 Closed