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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
WFA
126
WMG Financial Advisors
Tennessee
$1.31M -$1.43M -22,895 -52%
SW
127
SVB Wealth
Massachusetts
$1.31M +$1.32M +21,210 New
Comerica Bank
128
Comerica Bank
Texas
$1.31M +$1.19M +19,046 +886%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$1.27M +$271K +4,351 +27%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$1.26M -$4.99K -80 -0.4%
Twin Tree Management
131
Twin Tree Management
Texas
$1.25M +$1.27M +20,304 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1.23M -$313K -5,025 -20%
BCM
133
Bayesian Capital Management
New York
$1.23M +$1.24M +19,900 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$1.21M +$200K +3,209 +19%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$1.19M +$281K +4,500 +30%
HT
136
Headlands Technologies
Illinois
$1.19M -$3.94M -63,222 -77%
AWS
137
Atria Wealth Solutions
New York
$1.17M +$772K +12,378 +187%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$1.11M -$22.2M -355,651 -95%
GAM
139
Gemmer Asset Management
California
$1.11M -$27.8K -446 -2%
SCM
140
Shelton Capital Management
Colorado
$1.11M -$125K -2,000 -10%
Creative Planning
141
Creative Planning
Kansas
$1.1M -$325K -5,206 -22%
Dimensional Fund Advisors
142
Dimensional Fund Advisors
Texas
$1.05M -$510K -8,188 -32%
AWM
143
Apollon Wealth Management
South Carolina
$1.05M +$96.4K +1,547 +10%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.04M +$1.05M +16,912 New
DTL
145
Dynamic Technology Lab
Singapore
$1.02M +$1.04M +16,640 New
SS
146
SBI Securities
Japan
$1.01M +$1.03M +16,482 New
ZDA
147
Zweig-DiMenna Associates
New York
$1M
AIM
148
Aigen Investment Management
New York
$1,000K +$1.01M +16,234 New
KK
149
KLP Kapitalforvaltning
Norway
$979K +$991K +15,900 New
SW
150
SteelPeak Wealth
California
$963K -$316K -5,064 -24%

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.