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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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$647
SIS
402
Sound Income Strategies
Florida
$647
SWP
403
Strategic Wealth Partners
Ohio
$647
BFS
404
Bare Financial Services
Pennsylvania
$582
ADL
405
Asset Dedication LLC
California
$518
RAM
406
Riggs Asset Management
Pennsylvania
$453
DF
407
DecisionPoint Financial
Arizona
$341
AA
408
Addison Advisors
Vermont
$259
GJIA
409
Glass Jacobson Investment Advisors
Maryland
$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
WOC
414
West Oak Capital
California
$16
Renaissance Technologies
415
Renaissance Technologies
New York
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
416
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
EGM
417
Engineers Gate Manager
New York
MF
418
Magnetar Financial
Illinois
Macquarie Group
419
Macquarie Group
Australia
Robeco Institutional Asset Management
420
Robeco Institutional Asset Management
Netherlands
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
EGI
422
EAM Global Investors
California
EI
423
EAM Investors
California
Walleye Capital
424
Walleye Capital
New York
CF
425
Corebridge Financial
Texas