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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
526
Empirical Wealth Management
Washington
-$326K -1,030 Closed
Los Angeles Capital Management
527
Los Angeles Capital Management
California
-$325K -1,027 Closed
PFWA
528
Paces Ferry Wealth Advisors
Georgia
-$324K -1,023 Closed
LPARFS
529
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$317K -1,001 Closed
OWA
530
One Wealth Advisors
California
-$316K -1,000 Closed
PCA
531
Personal Capital Advisors
California
-$307K -969 Closed
SW
532
SteelPeak Wealth
California
-$301K -952 Closed
IAA
533
Independent Advisor Alliance
North Carolina
-$289K -913 Closed
MS
534
Maven Securities
Jersey
-$288K -910 Closed
CAM
535
Cresset Asset Management
Illinois
-$283K -896 Closed
DAS
536
Dynamic Advisor Solutions
Arizona
-$278K -880 Closed
LP
537
LGL Partners
Pennsylvania
-$271K -855 Closed
BCM
538
Bayesian Capital Management
New York
-$263K -831 Closed
Wealthfront Advisers
539
Wealthfront Advisers
California
-$260K -822 Closed
MA
540
Mutual Advisors
Nebraska
-$251K -794 Closed
CA
541
Cetera Advisors
Colorado
-$249K -788 Closed
SM
542
Sciencast Management
New Jersey
-$262K -785 Closed
DWM
543
Dakota Wealth Management
Florida
-$242K -766 Closed
GP
544
Geneva Partners
Wisconsin
-$217K -685 Closed
LWAC
545
Laurel Wealth Advisors (California)
California
-$210K -665 Closed
BJL
546
Brighton Jones LLC
Washington
-$210K -664 Closed
BSW
547
Buckingham Strategic Wealth
Missouri
-$209K -662 Closed
BCM
548
Brookstone Capital Management
Illinois
-$225K -653 Closed
HIC
549
Holderness Investments Company
North Carolina
-$205K -649 Closed
BAM
550
Belpointe Asset Management
Nevada
-$205K -647 Closed