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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1.27M -$755K -11,667 -37%
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.23M +$104K +1,608 +9%
Citadel Advisors
153
Citadel Advisors
Florida
$1.23M -$14M -215,818 -92%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$1.21M -$172K -2,653 -12%
WFA
155
WMG Financial Advisors
Tennessee
$1.2M -$42K -650 -3%
SCM
156
Shelton Capital Management
Colorado
$1.16M
KK
157
KLP Kapitalforvaltning
Norway
$1.14M -$32.3K -500 -3%
ProShare Advisors
158
ProShare Advisors
Maryland
$1.12M -$3.49K -54 -0.3%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$1.1M -$136K -2,099 -11%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$1.07M +$300K +4,638 +39%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$1.06M -$823K -12,718 -44%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$1.05M +$135K +2,093 +15%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.03M +$239K +3,697 +30%
CCA
164
Cadent Capital Advisors
Oklahoma
$1.01M +$1.01M +15,625 New
VI
165
Versor Investments
New York
$1M +$497K +7,686 +99%
BS
166
Banco Santander
Spain
$1M +$94.6K +1,463 +10%
SSA
167
Sierra Summit Advisors
Nevada
$991K +$991K +15,318 New
CTC (Chicago Trading Company)
168
CTC (Chicago Trading Company)
Illinois
$978K -$664K -10,266 -40%
KA
169
Kercheville Advisors
Texas
$970K
PAG
170
Private Advisor Group
New Jersey
$931K +$4.53K +70 +0.5%
BFM
171
Boothbay Fund Management
New York
$892K +$892K +13,791 New
PCM
172
Polymer Capital Management
New York
$888K +$888K +13,728 New
AAM
173
Advisors Asset Management
Colorado
$873K +$33.6K +520 +4%
Truist Financial
174
Truist Financial
North Carolina
$869K -$409K -6,330 -32%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$865K +$865K +13,369 New