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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
151
XTX Topco
Cayman Islands
$427K +$427K +10,677 New
HCA
152
Harbor Capital Advisors
Illinois
$417K -$24.9K -623 -6%
SFS
153
Summit Financial Strategies
Ohio
$416K +$48.9K +1,223 +13%
KA
154
Kercheville Advisors
Texas
$402K +$2K +50 +0.5%
Victory Capital Management
155
Victory Capital Management
Texas
$390K +$560 +14 +0.1%
SEI Investments
156
SEI Investments
Pennsylvania
$389K +$389K +9,712 New
CM
157
Crestline Management
Texas
$386K +$386K +9,640 New
HSBC Holdings
158
HSBC Holdings
United Kingdom
$380K -$1.02M -25,086 -73%
PCIA
159
Prime Capital Investment Advisors
Kansas
$375K -$200 -5 -0.1%
US Bancorp
160
US Bancorp
Minnesota
$361K +$33.4K +835 +10%
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$361K +$75.8K +1,895 +27%
OR
162
Olympiad Research
Connecticut
$346K +$346K +8,660 New
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$343K
NFSG
164
Newbridge Financial Services Group
Florida
$341K -$42.8K -1,070 -11%
SWP
165
Stratos Wealth Partners
Ohio
$335K -$57.5K -1,436 -15%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$334K +$334K +8,352 New
SFWC
167
Strategic Family Wealth Counselors
New Jersey
$320K +$320K +7,992 New
Neuberger Berman Group
168
Neuberger Berman Group
New York
$312K +$312K +7,799 New
PFO
169
PMC FIG Opportunities
Israel
$311K +$311K +7,762 New
IP
170
Intellectus Partners
California
$308K +$308K +7,700 New
AIP
171
Ameritas Investment Partners
Nebraska
$303K
IA
172
Inspire Advisors
Idaho
$298K -$367K -9,163 -55%
ASN
173
Advisory Services Network
Georgia
$293K
KAS
174
Kestra Advisory Services
Texas
$291K +$291K +7,263 New
PWM
175
Prosperity Wealth Management
California
$287K +$287K +7,170 New