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Upstart Holdings

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$28.3K -$88.7K -5,582 -76%
IGWM
152
ICA Group Wealth Management
Colorado
$28.1K
S
153
SignatureFD
Georgia
$27.1K +$8.83K +556 +48%
CLOS
154
Compagnie Lombard Odier SCmA
Switzerland
$26.2K
SWM
155
Spire Wealth Management
Virginia
$24.8K +$4.51K +284 +22%
VWM
156
Venturi Wealth Management
Texas
$24.8K +$24.8K +1,559 New
AA
157
Ancora Advisors
Ohio
$19.3K +$19.3K +1,212 New
GWSG
158
GPS Wealth Strategies Group
Colorado
$19.1K +$19.1K +1,203 New
CSWM
159
Cassady Schiller Wealth Management
Ohio
$18.7K +$7.68K +483 +69%
SAM
160
Shell Asset Management
Netherlands
$18K -$47 -3 -0.3%
AAS
161
Ameritas Advisory Services
Nebraska
$17.1K +$17.1K +1,147 New
YAL
162
Your Advocates Ltd
Texas
$16.4K
AFG
163
Albion Financial Group
Utah
$15.9K
AAM
164
Advisors Asset Management
Colorado
$15.9K -$763 -48 -5%
PA
165
Parallel Advisors
California
$15.8K +$3.4K +214 +27%
WP
166
WealthPLAN Partners
Nebraska
$12.9K +$12.9K +810 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$12.7K
BA
168
Bellwether Advisors
Nebraska
$12.7K
WWP
169
WR Wealth Planners
Missouri
$12.4K -$64.3K -4,049 -84%
AIG
170
American International Group
New York
$12.3K -$302 -19 -2%
QCG
171
Quadrant Capital Group
Ohio
$12.2K +$11.2K +705 +1,102%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$12K
LFG
173
Larson Financial Group
Missouri
$11.2K -$5.74K -361 -34%
CFG
174
CKW Financial Group
Hawaii
$11K
BCV
175
Banque Cantonale Vaudoise
Switzerland
$11K