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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hughes Financial Services
Virginia
$504
ADL
402
Asset Dedication LLC
California
$407
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$356 -$352K -5,000 -100%
GA
404
Guerra Advisors
Florida
$279 +$352 +5 New
BTI
405
Blue Trust Inc
Georgia
$254 +$352 +5 New
DPW
406
DiNuzzo Private Wealth
Pennsylvania
$220
AA
407
Addison Advisors
Vermont
$204
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$204
CWA
409
Carolina Wealth Advisors
South Carolina
$203 +$281 +4 New
WA
410
WPG Advisers
Maryland
$102
TFA
411
Transamerica Financial Advisors
Florida
$102 +$141 +2 New
WOC
412
West Oak Capital
California
$13
CAM
413
Contour Asset Management
New York
-$89.7M -1,387,200 Closed
DCM
414
Driehaus Capital Management
Illinois
-$82.3M -1,271,891 Closed
Norges Bank
415
Norges Bank
Norway
-$67.8M -1,047,875 Closed
MGCM
416
Mane Global Capital Management
New York
-$43.6M -673,712 Closed
CSS
417
Cubist Systematic Strategies
Connecticut
-$13.7M -194,854 Closed
HLAM
418
Hidden Lake Asset Management
New York
-$12.1M -187,345 Closed
QFMHK
419
Q Fund Management (Hong Kong)
-$11.2M -173,700 Closed
JGC
420
J. Goldman & Co
New York
-$12M -170,728 Closed
YIH
421
Y-Intercept (HK)
Hong Kong
-$8.3M -128,377 Closed
PAMP
422
Polar Asset Management Partners
Ontario, Canada
-$8.61M -122,400 Closed
MC
423
Metavasi Capital
New York
-$6.14M -95,000 Closed
NCL
424
Nishkama Capital LLC
Puerto Rico
-$4.66M -72,000 Closed
SFI
425
Susquehanna Fundamental Investments
Pennsylvania
-$4.54M -70,160 Closed