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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
51
Invesco
Georgia
$1.68M +$40K +1,696 +2%
LPL Financial
52
LPL Financial
California
$1.52M -$10.8K -457 -0.7%
AFG
53
Atomi Financial Group
New York
$1.39M +$9.58K +406 +0.7%
HT
54
Headlands Technologies
Illinois
$1.38M +$528K +22,390 +62%
EAM
55
Eschler Asset Management
United Kingdom
$1.34M
Simplex Trading
56
Simplex Trading
Illinois
$1.27M +$1.27M +53,729 New
Wolverine Trading
57
Wolverine Trading
Illinois
$1.25M +$807K +34,195 +182%
BC
58
BIT Capital
Germany
$1.14M +$1.14M +48,483 New
Wells Fargo
59
Wells Fargo
California
$1.13M -$62.8K -2,661 -5%
Citigroup
60
Citigroup
New York
$1.11M -$187K -7,945 -14%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$1.08M +$82.9K +3,512 +8%
Deutsche Bank
62
Deutsche Bank
Germany
$1.08M -$257K -10,894 -19%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.07M +$93K +3,943 +10%
MIM
64
MetLife Investment Management
New Jersey
$1.05M +$154K +6,531 +17%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05M +$70.2K +2,976 +7%
WFA
66
WMG Financial Advisors
Tennessee
$1.03M -$127K -5,400 -11%
MCM
67
Manchester Capital Management
Vermont
$1.03M +$150K +6,366 +17%
TWA
68
TCI Wealth Advisors
Arizona
$991K +$48.4K +2,053 +5%
CF
69
Corebridge Financial
Texas
$978K +$978K +41,441 New
BBA
70
Baader Bank Aktiengesellschaft
Germany
$969K +$710K +30,115 +274%
MML Investors Services
71
MML Investors Services
Massachusetts
$962K +$136K +5,757 +16%
MMA
72
Miracle Mile Advisors
California
$954K +$1.65K +70 +0.2%
B
73
Bailard
California
$927K
BHCM
74
Brevan Howard Capital Management
Jersey
$912K +$415K +17,597 +84%
CBA
75
Coastal Bridge Advisors
Connecticut
$842K