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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
451
Your Advocates Ltd
Texas
$3K
NSIM
452
North Star Investment Management
Illinois
$3K
PAI
453
Pittenger & Anderson Inc
Nebraska
$3K +$2.19K +19 +271%
AWM
454
Atticus Wealth Management
Florida
$3K +$3K +24 New
ZB
455
Zions Bancorporation
Utah
$3K +$3K +24 New
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.69K +26 +867%
OAJ
457
Ogorek Anthony Joseph
New York
$3K +$3K +35 New
AF
458
Allworth Financial
California
$2K
LWANC
459
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
PWMG
460
Prestige Wealth Management Group
New Jersey
$2K
MTIC
461
Missouri Trust & Investment Company
Missouri
$2K
CHC
462
City Holding Co
West Virginia
$2K
CFD
463
Creative Financial Designs
Indiana
$2K
PO
464
Private Ocean
California
$2K +$444 +4 +29%
QC
465
Quent Capital
New York
$2K +$500 +5 +33%
GIA
466
GHP Investment Advisors
Colorado
$2K +$2K +16 New
SWA
467
Sutton Wealth Advisors
Florida
$1.2K +$1.2K +11 New
CP
468
Castleview Partners
Texas
$1K -$150K -1,503 -99%
FWM
469
Focused Wealth Management
New York
$1K -$31K -310 -97%
JWM
470
Janiczek Wealth Management
Colorado
$1K -$60K -300 -98%
AWM
471
Accel Wealth Management
Iowa
$1K -$538 -7 -35%
S
472
Surevest
California
$1K
KTC
473
Kistler-Tiffany Companies
Pennsylvania
$1K
EI
474
Ellevest Inc
New York
$1K
M1FG
475
Mach-1 Financial Group
Arkansas
$1K