UPST icon

Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
151
Gemmer Asset Management
California
$332K
IAIM
152
International Assets Investment Management
Florida
$330K -$41.1K -1,007 -11%
MF
153
Magnetar Financial
Illinois
$329K -$839K -20,537 -72%
SFWC
154
Strategic Family Wealth Counselors
New Jersey
$327K
NWMG
155
National Wealth Management Group
Ohio
$326K +$326K +7,979 New
AIP
156
Ameritas Investment Partners
Nebraska
$310K +$17.1K +418 +6%
VFA
157
Valeo Financial Advisors
Indiana
$304K -$202K -4,951 -40%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$301K -$17.8K -436 -6%
AWS
159
Atria Wealth Solutions
New York
$299K +$299K +7,327 New
KWA
160
Kingswood Wealth Advisors
California
$294K +$294K +7,200 New
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$292K -$50.8K -1,244 -15%
KNFPWM
162
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$292K +$292K +7,147 New
SFS
163
Summit Financial Strategies
Ohio
$277K +$277K +6,780 New
IIA
164
IPG Investment Advisors
California
$277K +$277K +6,775 New
MA
165
Mezzasalma Advisors
New Jersey
$274K -$17.6K -430 -6%
SSA
166
Sierra Summit Advisors
Nevada
$272K +$272K +6,664 New
SFG
167
Synergy Financial Group
California
$269K +$269K +6,588 New
IAA
168
Independent Advisor Alliance
North Carolina
$268K +$268K +6,569 New
AIM
169
Arcadia Investment Management
Michigan
$266K
WAM
170
Wolverine Asset Management
Illinois
$263K +$27.2K +666 +12%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$262K +$262K +6,423 New
IC
172
IEQ Capital
California
$261K +$261K +6,394 New
LOIM
173
Liberty One Investment Management
Illinois
$246K +$12.1K +296 +5%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$236K +$236K +5,766 New
N
175
Natixis
France
$234K -$65K -1,592 -22%