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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$244K -$103K -2,887 -30%
VWA
152
V Wealth Advisors
Kansas
$241K +$241K +6,742 New
PAG
153
Private Advisor Group
New Jersey
$241K +$241K +6,724 New
Vontobel Holding
154
Vontobel Holding
Switzerland
$236K +$236K +6,600 New
IC
155
IEQ Capital
California
$236K -$166K -4,643 -41%
Franklin Resources
156
Franklin Resources
California
$234K +$234K +6,530 New
AIM
157
Arcadia Investment Management
Michigan
$232K -$143K -4,000 -38%
SFG
158
Synergy Financial Group
California
$231K +$231K +6,446 New
AWS
159
Atria Wealth Solutions
New York
$228K +$228K +6,357 New
US Bancorp
160
US Bancorp
Minnesota
$223K -$18.7K -522 -8%
AAS
161
Avantax Advisory Services
Texas
$222K +$222K +6,190 New
WIM
162
Westside Investment Management
California
$214K -$1.84K -50 -0.9%
AIP
163
Ameritas Investment Partners
Nebraska
$213K +$213K +5,955 New
LOIM
164
Liberty One Investment Management
Illinois
$211K +$44.8K +1,251 +27%
WAM
165
Wolverine Asset Management
Illinois
$207K
OCM
166
Orion Capital Management
California
$204K -$17.9K -500 -8%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$198K
HIIFS
168
Harel Insurance Investments & Financial Services
Israel
$195K
Amundi
169
Amundi
France
$190K
Belvedere Trading
170
Belvedere Trading
Illinois
$180K +$180K +5,033 New
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K +$22.2K +620 +16%
TWM
172
Tradition Wealth Management
Minnesota
$159K +$22.7K +636 +17%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$159K +$30.6K +854 +24%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$142K +$142K +3,957 New
PWM
175
Prosperity Wealth Management
California
$136K +$136K +3,807 New