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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$879K -$13.8K -300 -2%
JCIA
152
Jackson Creek Investment Advisors
Colorado
$877K +$877K +19,049 New
AWM
153
Apollon Wealth Management
South Carolina
$852K +$70.6K +1,533 +9%
KCP
154
Kera Capital Partners
California
$846K +$846K +18,371 New
KK
155
KLP Kapitalforvaltning
Norway
$838K +$106K +2,300 +14%
GAM
156
Gemmer Asset Management
California
$836K +$6.49K +141 +0.8%
HT
157
Headlands Technologies
Illinois
$835K -$50.7K -1,102 -6%
SCM
158
Shelton Capital Management
Colorado
$829K
CWM
159
CIBC World Markets
New York
$817K +$479K +10,410 +142%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$803K +$24.7K +537 +3%
ProShare Advisors
161
ProShare Advisors
Maryland
$798K -$220K -4,788 -22%
VRS
162
Virginia Retirement Systems
Virginia
$773K +$773K +16,800 New
CA
163
Capital Advantage
California
$716K
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$710K +$367K +15,045 +107%
VF
165
Virtu Financial
New York
$701K +$338K +7,343 +93%
KA
166
Kercheville Advisors
Texas
$690K -$2.3K -50 -0.3%
GCP
167
GSA Capital Partners
United Kingdom
$687K +$687K +14,927 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$673K -$4.6K -100 -0.7%
BA
169
Bristlecone Advisors
Washington
$668K
PAG
170
Private Advisor Group
New Jersey
$659K +$137K +2,986 +26%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$651K -$18.6K -403 -3%
BS
172
Banco Santander
Spain
$644K -$46K -1,000 -7%
BAM
173
Blueshift Asset Management
New Jersey
$636K +$480K +10,425 +308%
HI
174
Harbour Investments
Wisconsin
$627K -$62.5K -1,357 -9%
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
$624K +$103K +2,245 +20%