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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$8.21M -$4.23M -67,821 -34%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$7.58M +$7.68M +123,191 New
Raymond James Financial
53
Raymond James Financial
Florida
$7.5M +$7.59M +121,740 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$6.9M +$244K +3,922 +4%
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.9M +$6.99M +112,065 New
Verition Fund Management
56
Verition Fund Management
Connecticut
$6.5M -$1.67M -26,828 -20%
AM
57
AGF Management
Ontario, Canada
$5.73M +$5.81M +93,126 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$5.6M -$780K -12,517 -12%
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$5.48M +$5.55M +89,018 New
Deutsche Bank
60
Deutsche Bank
Germany
$5.39M +$57.1K +916 +1%
EI
61
EAM Investors
California
$5.27M +$5.33M +85,556 New
LPL Financial
62
LPL Financial
California
$5.15M +$1.45M +23,324 +39%
QCM
63
Quantinno Capital Management
New York
$4.8M -$57.4K -921 -1%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.78M +$38.3K +615 +0.8%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$4.62M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.39M +$31.4K +503 +0.7%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$4.32M +$4.37M +70,160 New
BHCM
68
Brevan Howard Capital Management
Jersey
$4.25M -$717K -11,510 -14%
ECM
69
ExodusPoint Capital Management
New York
$4.06M +$4.11M +65,992 New
Ameriprise
70
Ameriprise
Minnesota
$3.96M +$3.02M +48,427 +306%
LIP
71
Liontrust Investment Partners
United Kingdom
$3.91M -$14.1M -226,434 -78%
HIM
72
Hillsdale Investment Management
Ontario, Canada
$3.85M +$3.9M +62,600 New
Wells Fargo
73
Wells Fargo
California
$3.74M +$796K +12,762 +27%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$3.65M +$301K +4,826 +9%
AC
75
Aristeia Capital
Connecticut
$3.49M +$3.53M +56,700 New

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.