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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$1.31M +$53.9K +1,100 +6%
Creative Planning
152
Creative Planning
Kansas
$1.27M -$572K -11,667 -37%
PFSRSONJ
153
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.23M +$78.8K +1,608 +9%
Citadel Advisors
154
Citadel Advisors
Florida
$1.23M -$10.6M -215,818 -92%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.21M -$130K -2,653 -12%
WFA
156
WMG Financial Advisors
Tennessee
$1.2M -$31.9K -650 -3%
SCM
157
Shelton Capital Management
Colorado
$1.16M
KK
158
KLP Kapitalforvaltning
Norway
$1.14M -$24.5K -500 -3%
ProShare Advisors
159
ProShare Advisors
Maryland
$1.12M -$2.65K -54 -0.3%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$1.1M -$103K -2,099 -11%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$1.07M +$227K +4,638 +39%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$1.06M -$624K -12,718 -44%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$1.05M +$103K +2,093 +15%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$1.03M +$181K +3,697 +30%
CCA
165
Cadent Capital Advisors
Oklahoma
$1.01M +$766K +15,625 New
VI
166
Versor Investments
New York
$1M +$377K +7,686 +99%
BS
167
Banco Santander
Spain
$1M +$71.7K +1,463 +10%
SSA
168
Sierra Summit Advisors
Nevada
$991K +$751K +15,318 New
CTC (Chicago Trading Company)
169
CTC (Chicago Trading Company)
Illinois
$978K -$503K -10,266 -40%
KA
170
Kercheville Advisors
Texas
$970K
PAG
171
Private Advisor Group
New Jersey
$931K +$3.43K +70 +0.5%
BFM
172
Boothbay Fund Management
New York
$892K +$676K +13,791 New
PCM
173
Polymer Capital Management
New York
$888K +$673K +13,728 New
AAM
174
Advisors Asset Management
Colorado
$873K +$25.5K +520 +4%
Truist Financial
175
Truist Financial
North Carolina
$869K -$310K -6,330 -32%

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.