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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$11.6M +$1.01M +14,328 +7%
SG Americas Securities
52
SG Americas Securities
New York
$10.5M +$8.7M +123,656 +148%
AAS
53
Annex Advisory Services
Wisconsin
$10.5M +$14.6M +207,094 New
HFF
54
Halter Ferguson Financial
Indiana
$10.4M +$14.5M +205,406 New
IMC Chicago
55
IMC Chicago
Illinois
$9.06M +$12.5M +178,363 New
VF
56
Virtu Financial
New York
$8.65M +$12M +170,211 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.43M +$183K +2,600 +2%
LIP
58
Liontrust Investment Partners
United Kingdom
$8.26M +$5M +71,068 +78%
Verition Fund Management
59
Verition Fund Management
Connecticut
$8.19M -$3.05M -43,389 -21%
UBS AM
60
UBS AM
Illinois
$8.15M -$7.92M -112,610 -41%
QT
61
Quantbot Technologies
New York
$7.48M +$9.48M +134,686 +1,066%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$6.48M +$8.97M +127,523 New
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$6.46M -$231K -3,285 -3%
ACM
64
Aquatic Capital Management
Illinois
$6.43M -$10.4M -148,402 -54%
Raymond James Financial
65
Raymond James Financial
Florida
$6.21M -$1.26M -17,965 -13%
LPL Financial
66
LPL Financial
California
$5.67M +$2.57M +36,579 +49%
LCM
67
Landscape Capital Management
New Jersey
$5.63M -$2.2M -31,324 -22%
Walleye Trading
68
Walleye Trading
New York
$5.62M +$7.72M +109,719 +11,276%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$5.57M +$4.56M +64,799 +145%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$5.55M -$38.2M -543,636 -83%
Prudential Financial
71
Prudential Financial
New Jersey
$5.17M +$846K +12,020 +13%
HF
72
HRT Financial
New York
$5.12M +$858K +12,198 +14%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$5.11M +$6.92M +98,393 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$5.04M +$43.6K +620 +0.6%
HIM
75
Hillsdale Investment Management
Ontario, Canada
$5M +$631K +8,970 +10%