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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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$1.27M
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.23M
Citadel Advisors
153
Citadel Advisors
Florida
$1.23M
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$1.21M
WFA
155
WMG Financial Advisors
Tennessee
$1.2M
SCM
156
Shelton Capital Management
Colorado
$1.16M
KK
157
KLP Kapitalforvaltning
Norway
$1.14M
ProShare Advisors
158
ProShare Advisors
Maryland
$1.12M
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$1.1M
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$1.07M
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$1.06M
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$1.05M
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.03M
CCA
164
Cadent Capital Advisors
Oklahoma
$1.01M
VI
165
Versor Investments
New York
$1M
BS
166
Banco Santander
Spain
$1M
SSA
167
Sierra Summit Advisors
Nevada
$991K
CTC (Chicago Trading Company)
168
CTC (Chicago Trading Company)
Illinois
$978K
KA
169
Kercheville Advisors
Texas
$970K
PAG
170
Private Advisor Group
New Jersey
$931K
BFM
171
Boothbay Fund Management
New York
$892K
PCM
172
Polymer Capital Management
New York
$888K
AAM
173
Advisors Asset Management
Colorado
$873K
Truist Financial
174
Truist Financial
North Carolina
$869K
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$865K