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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
BI
451
Bramshill Investments
Florida
-$323K -5,000 Closed
Point72 Asset Management
452
Point72 Asset Management
Connecticut
-$347K -4,928 Closed
GSIAS
453
Garden State Investment Advisory Services
New Jersey
-$312K -4,817 Closed
JWCA
454
J.W. Cole Advisors
Florida
-$309K -4,777 Closed
RS
455
R Squared
Hong Kong
-$302K -4,662 Closed
PCM
456
Prelude Capital Management
New York
-$289K -4,465 Closed
DTL
457
Dynamic Technology Lab
Singapore
-$280K -4,332 Closed
Capstone Investment Advisors
458
Capstone Investment Advisors
New York
-$274K -4,239 Closed
CAU
459
Caxton Associates (UK)
-$274K -4,235 Closed
WMA
460
Wealth Management Associates
New Jersey
-$270K -4,170 Closed
WVP
461
Worth Venture Partners
New Jersey
-$259K -4,000 Closed
SW
462
SteelPeak Wealth
California
-$256K -3,964 Closed
IAA
463
Independent Advisor Alliance
North Carolina
-$245K -3,783 Closed
CB
464
Commerce Bank
Missouri
-$238K -3,675 Closed
William Blair & Company
465
William Blair & Company
Illinois
-$233K -3,600 Closed
FHA
466
Flagship Harbor Advisors
Massachusetts
-$230K -3,555 Closed
WAP
467
Wealthcare Advisory Partners
Pennsylvania
-$228K -3,527 Closed
GWM
468
GDS Wealth Management
Texas
-$223K -3,453 Closed
Cerity Partners
469
Cerity Partners
New York
-$219K -3,391 Closed
SAI
470
Savvy Advisors Inc
New York
-$217K -3,358 Closed
BCI
471
Brinker Capital Investments
Pennsylvania
-$217K -3,354 Closed
CAPTRUST Financial Advisors
472
CAPTRUST Financial Advisors
North Carolina
-$216K -3,345 Closed
CIP
473
Cornerstone Investment Partners
Georgia
-$213K -3,296 Closed
TCWM
474
Total Clarity Wealth Management
Illinois
-$210K -3,250 Closed
AI
475
Atria Investments
North Carolina
-$208K -3,219 Closed