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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.3K -$9.44K -400 -9%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$95.7K +$95.7K +4,057 New
WIM
153
Westside Investment Management
California
$95.5K
BWL
154
Bogart Wealth LLC
Virginia
$82.6K +$82.6K +3,500 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$81K +$39.7K +1,677 +96%
NA
156
NewEdge Advisors
Louisiana
$65.2K -$8.99K -381 -12%
Daiwa Securities Group
157
Daiwa Securities Group
Japan
$63K +$9.7K +409 +18%
AB
158
Amalgamated Bank
New York
$61K +$4.19K +179 +7%
KBC Group
159
KBC Group
Belgium
$59K +$20.4K +872 +53%
Asset Management One
160
Asset Management One
Japan
$54.4K -$71 -3 -0.1%
GI
161
GAMMA Investing
California
$52K +$37.5K +1,590 +259%
Comerica Bank
162
Comerica Bank
Texas
$50.8K -$3.73K -158 -7%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$38.2K -$7.74K -328 -17%
CLOS
164
Compagnie Lombard Odier SCmA
Switzerland
$37.7K
ACM
165
Anfield Capital Management
California
$33.4K +$33.4K +1,416 New
AA
166
Ancora Advisors
Ohio
$28.3K
PA
167
Parallel Advisors
California
$26.7K -$2.74K -116 -9%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$24K +$2.75K +117 +13%
AFG
169
Albion Financial Group
Utah
$23.6K
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.5K -$1.86K -79 -8%
S
171
SignatureFD
Georgia
$20.8K -$401 -17 -2%
PMFA
172
Plante Moran Financial Advisors
Michigan
$16.8K +$5.69K +241 +51%
QCG
173
Quadrant Capital Group
Ohio
$16.6K
FFA
174
Farther Finance Advisors
California
$15.8K -$13.9K -608 -47%
IUHSA
175
Itau Unibanco Holding S.A.
Brazil
$15.4K +$15.4K +654 New