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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
151
Mirae Asset Global Investments
South Korea
$956K -$21K -337 -2%
FCM
152
Fieldview Capital Management
Michigan
$950K +$962K +15,425 New
KA
153
Kercheville Advisors
Texas
$927K +$312K +5,000 +50%
BS
154
Banco Santander
Spain
$924K +$935K +15,000 New
HI
155
Harbour Investments
Wisconsin
$922K -$5.8K -93 -0.6%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$907K +$2K +32 +0.2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$896K -$314K -5,040 -26%
BA
158
Bristlecone Advisors
Washington
$894K +$503K +8,066 +125%
CM
159
Caption Management
Oklahoma
$893K +$904K +14,500 New
AFG
160
Atomi Financial Group
New York
$759K -$2.89M -46,410 -79%
HCA
161
Harbor Capital Advisors
Illinois
$722K +$81.2K +1,303 +13%
LBWM
162
Left Brain Wealth Management
Illinois
$719K +$727K +11,670 New
CA
163
Capital Advantage
California
$716K -$6.7M -107,496 -90%
MF
164
Magnetar Financial
Illinois
$714K -$578K -9,268 -44%
PIA
165
Prakash Investment Advisors
Massachusetts
$707K +$715K +11,475 New
PAG
166
Private Advisor Group
New Jersey
$698K -$275K -4,416 -28%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$696K +$333K +5,340 +90%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$693K -$579K -9,294 -45%
Prudential Financial
169
Prudential Financial
New Jersey
$665K +$292K +4,688 +77%
US Bancorp
170
US Bancorp
Minnesota
$659K +$104K +1,672 +19%
XT
171
XTX Topco
Cayman Islands
$644K -$13.9K -223 -2%
VI
172
Versor Investments
New York
$640K +$648K +10,400 New
CMF
173
Counterpoint Mutual Funds
California
$637K +$644K +10,339 New
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$636K +$109K +1,749 +20%
CM
175
Crestline Management
Texas
$616K +$22.7K +364 +4%

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.