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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
426
F.L. Putnam Investment Management
Massachusetts
-$261K -950 Closed
BP
427
BNP Paribas
France
-$36.7K -900 Closed
JIP
428
Jaffetilchin Investment Partners
Florida
-$20.2K -504 Closed
SAM
429
Storebrand Asset Management
Norway
-$18.6K -465 Closed
HGA
430
Hobbs Group Advisors
South Carolina
-$14K -350 Closed
ACM
431
Aster Capital Management
United Arab Emirates
-$12.3K -308 Closed
MWA
432
MFA Wealth Advisors
Pennsylvania
-$12K -300 Closed
FAM
433
Flaharty Asset Management
Florida
-$8K -200 Closed
Allspring Global Investments
434
Allspring Global Investments
North Carolina
-$7.56K -189 Closed
CTA
435
Colonial Trust Advisors
South Carolina
-$7.12K -178 Closed
TCOV
436
Trust Company of Vermont
Vermont
-$4K -100 Closed
BLC
437
Brown, Lisle/Cummings
Rhode Island
-$3.6K -90 Closed
AIM
438
Arcadia Investment Management
Michigan
-$2.6K -65 Closed
CPA
439
Capital Performance Advisors
California
-$2.48K -62 Closed
GWSA
440
Global Wealth Strategies & Associates
Colorado
-$1.6K -40 Closed
NRG
441
Nemes Rush Group
Michigan
-$834 -31 Closed
DJSG
442
D.J. St. Germain
Massachusetts
-$1.2K -30 Closed
GFPC
443
Global Financial Private Client
Florida
-$600 -15 Closed
AWM
444
Abound Wealth Management
Tennessee
-$401 -10 Closed
PFBT
445
Parkside Financial Bank & Trust
Missouri
-$281 -7 Closed
N
446
Natixis
France
-$240 -6 Closed
SIS
447
Strategic Investment Solutions
Illinois
+$12.7K +203 New

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.