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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 %
HAS
551
HBW Advisory Services
California
-$203K -640 Closed
PWM
552
Perigon Wealth Management
California
-$200K -633 Closed
T
553
TrueFG
Texas
-$201K -625 Closed
AWM
554
Atticus Wealth Management
Florida
-$127K -402 Closed
CAGAS
555
Capital Advisory Group Advisory Services
Minnesota
-$114K -361 Closed
DFCM
556
Dark Forest Capital Management
Puerto Rico
-$114K -359 Closed
SFFS
557
Stonehage Fleming Financial Services
Jersey
-$111K -350 Closed
SWA
558
SOA Wealth Advisors
New York
-$101K -320 Closed
ADL
559
Asset Dedication LLC
California
-$58K -180 Closed
WAS
560
Winch Advisory Services
Wisconsin
-$46K -144 Closed
RE
561
RBC Europe
United Kingdom
-$41.5K -131 Closed
IPW
562
IronBridge Private Wealth
Texas
-$40K -126 Closed
LC
563
Lindbrook Capital
California
-$35K -110 Closed
OSAM
564
O'Shaughnessy Asset Management
Connecticut
-$33K -103 Closed
HI
565
Hoey Investments
Pennsylvania
-$32K -100 Closed
HA
566
Herold Advisors
New York
-$31K -100 Closed
Bessemer Group
567
Bessemer Group
New Jersey
-$19K -60 Closed
TAM
568
Tucker Asset Management
Colorado
-$17.4K -54 Closed
EIP
569
Ellis Investment Partners
Pennsylvania
-$15K -50 Closed
PCG
570
Private Capital Group
Connecticut
-$13K -42 Closed
CCA
571
Catalyst Capital Advisors
New York
-$11K -35 Closed
KIG
572
Kowal Investment Group
Wisconsin
-$5K -17 Closed
AWA
573
Arkadios Wealth Advisors
Georgia
-$4K -14 Closed
LNWWM
574
Laird Norton Wetherby Wealth Management
California
-$2K -7 Closed
SSC
575
Syverson Strege & Co
Iowa
-$2K -6 Closed