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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
476
Capital Advisory Group Advisory Services
Minnesota
-$174K -1,599 Closed
AMH
477
Apollo Management Holdings
New York
-$146K -1,336 Closed
KC
478
Knuff & Co
California
-$131K -1,200 Closed
T
479
TCWP
Ohio
-$126K -1,158 Closed
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
-$99K -909 Closed
FAG
481
Fortitude Advisory Group
Washington
-$49K -449 Closed
SLWA
482
San Luis Wealth Advisors
California
-$64K -426 Closed
SIA
483
SkyView Investment Advisors
New Jersey
-$45K -416 Closed
PB
484
Pinnacle Bancorp
Nebraska
-$43K -395 Closed
WAS
485
Winch Advisory Services
Wisconsin
-$31K -287 Closed
BFC
486
Bedel Financial Consulting
Indiana
-$30K -278 Closed
FHA
487
First Horizon Advisors
Tennessee
-$29K -263 Closed
PCM
488
Penserra Capital Management
California
-$26K -239 Closed
HFA
489
HC Financial Advisors
California
-$20K -180 Closed
MIM
490
Macroview Investment Management
Maryland
-$15K -137 Closed
CT
491
Clearstead Trust
Maine
-$12K -112 Closed
AIM
492
Achmea Investment Management
Netherlands
-$12K -110 Closed
HA
493
Herold Advisors
New York
-$10.9K -100 Closed
SWM
494
Sugarloaf Wealth Management
Georgia
-$11K -100 Closed
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
-$10.4K -95 Closed
EFS
496
Econ Financial Services
Pennsylvania
-$6K -54 Closed
PSB
497
Piscataqua Savings Bank
New Hampshire
-$5K -50 Closed
AIP
498
Ahrens Investment Partners
Louisiana
-$5K -50 Closed
Loomis, Sayles & Company
499
Loomis, Sayles & Company
Massachusetts
-$5K -48 Closed
OAJ
500
Ogorek Anthony Joseph
New York
-$3K -35 Closed