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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
EAM
76
Erste Asset Management
Austria
$4.78M +$5.87M +83,400 New
AIM
77
AXA Investment Managers
France
$4.7M +$6.5M +92,466 New
Legal & General Group
78
Legal & General Group
United Kingdom
$4.61M -$171K -2,437 -3%
QCM
79
Quantinno Capital Management
New York
$4.6M +$35K +498 +0.6%
EP
80
Edgestream Partners
New Jersey
$4.56M +$2.35M +33,377 +59%
Bank Julius Baer & Co
81
Bank Julius Baer & Co
Switzerland
$4.5M +$6M +85,328 +2,609%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$4.47M +$5.07M +72,070 +452%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$4.22M +$469K +6,661 +9%
EGM
84
Engineers Gate Manager
New York
$3.73M +$5.17M +73,513 New
Federated Hermes
85
Federated Hermes
Pennsylvania
$3.73M -$574K -8,157 -10%
Deutsche Bank
86
Deutsche Bank
Germany
$3.58M +$169K +2,399 +4%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$3.32M +$497K +7,065 +12%
NICM
88
Neo Ivy Capital Management
New York
$3.22M +$4.46M +63,356 New
BA
89
Bridgewater Associates
Connecticut
$3.15M +$4.36M +61,972 New
Walleye Capital
90
Walleye Capital
New York
$3.12M +$4.33M +61,507 New
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$2.93M +$1.79M +25,377 +78%
BHCM
92
Brevan Howard Capital Management
Jersey
$2.82M -$2.52M -35,815 -39%
Twin Tree Management
93
Twin Tree Management
Texas
$2.81M -$5.4M -76,776 -58%
Osaic Holdings
94
Osaic Holdings
Arizona
$2.79M +$926K +13,165 +47%
TI
95
Trexquant Investment
Connecticut
$2.78M +$676K +9,612 +21%
MML Investors Services
96
MML Investors Services
Massachusetts
$2.77M +$851K +12,098 +28%
SEI Investments
97
SEI Investments
Pennsylvania
$2.63M -$1.89M -26,935 -34%
MIM
98
MetLife Investment Management
New Jersey
$2.51M -$59.3K -843 -2%
Ameriprise
99
Ameriprise
Minnesota
$2.47M -$292K -4,146 -8%
SSA
100
Schonfeld Strategic Advisors
New York
$2.39M -$24.1K -343 -0.7%