UPST icon

Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

Holders
387
Holders Change
+44
Holders Change %
+12.83%
% 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
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
126
WMG Financial Advisors
Tennessee
$1.31M -$1.41M -22,895 -52%
SW
127
SVB Wealth
Massachusetts
$1.31M +$1.31M +21,210 New
Comerica Bank
128
Comerica Bank
Texas
$1.31M +$1.17M +19,046 +886%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$1.28M +$268K +4,351 +27%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$1.26M -$4.93K -80 -0.4%
Twin Tree Management
131
Twin Tree Management
Texas
$1.25M +$1.25M +20,304 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1.23M -$309K -5,025 -20%
BCM
133
Bayesian Capital Management
New York
$1.23M +$1.23M +19,900 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$1.21M +$198K +3,209 +19%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$1.19M +$277K +4,500 +30%
HT
136
Headlands Technologies
Illinois
$1.19M -$3.89M -63,222 -77%
AWS
137
Atria Wealth Solutions
New York
$1.17M +$762K +12,378 +187%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$1.11M -$21.9M -355,651 -95%
GAM
139
Gemmer Asset Management
California
$1.11M -$27.5K -446 -2%
SCM
140
Shelton Capital Management
Colorado
$1.11M -$123K -2,000 -10%
Creative Planning
141
Creative Planning
Kansas
$1.1M -$321K -5,206 -22%
Dimensional Fund Advisors
142
Dimensional Fund Advisors
Texas
$1.05M -$504K -8,188 -32%
AWM
143
Apollon Wealth Management
South Carolina
$1.05M +$95.2K +1,547 +10%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.04M +$1.04M +16,912 New
DTL
145
Dynamic Technology Lab
Singapore
$1.02M +$1.02M +16,640 New
SS
146
SBI Securities
Japan
$1.01M +$1.01M +16,482 New
ZDA
147
Zweig-DiMenna Associates
New York
$1M
AIM
148
Aigen Investment Management
New York
$1,000K +$1,000K +16,234 New
KK
149
KLP Kapitalforvaltning
Norway
$979K +$979K +15,900 New
SW
150
SteelPeak Wealth
California
$963K -$312K -5,064 -24%