We are live on ! Find out more
UPST icon

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
IIM
101
INTECH Investment Management
Florida
$2.38M +$203K +2,882 +7%
AQR Capital Management
102
AQR Capital Management
Connecticut
$2.3M -$399K -5,673 -11%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.29M -$145K -2,060 -4%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$2.27M +$53K +753 +2%
Group One Trading
105
Group One Trading
Illinois
$2.2M +$1.28M +18,263 +73%
MCM
106
Manchester Capital Management
Vermont
$2.19M
Credit Agricole
107
Credit Agricole
France
$2.18M +$3.02M +42,912 New
ZIM
108
Zacks Investment Management
Illinois
$2.09M +$200K +2,838 +7%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.07M -$5.76M -81,844 -67%
MMA
110
Miracle Mile Advisors
California
$2.05M
CBA
111
Coastal Bridge Advisors
Connecticut
$1.97M +$28.4K +403 +1%
B
112
Bailard
California
$1.95M
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$1.94M +$1.48M +21,091 +124%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.84M -$432K -6,147 -15%
Nomura Holdings
115
Nomura Holdings
Japan
$1.82M +$2.52M +35,774 New
SCM
116
SCS Capital Management
Massachusetts
$1.79M -$342K -4,860 -12%
SPS
117
Susquehanna Portfolio Strategies
Pennsylvania
$1.73M
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$1.7M -$548K -7,789 -19%
TWA
119
TCI Wealth Advisors
Arizona
$1.69M
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$1.62M -$141K -2,011 -6%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$1.62M +$556K +7,907 +33%
FWP
122
Falcon Wealth Planning
California
$1.59M +$2.21M +31,361 New
AG
123
Algert Global
California
$1.54M -$1.93M -27,392 -47%
SW
124
Simplicity Wealth
New Jersey
$1.42M +$1.97M +27,967 New
Creative Planning
125
Creative Planning
Kansas
$1.42M +$589K +8,374 +43%