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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
SummitTX Capital
Texas
$938K +$1.3M +18,471 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$934K -$25.2K -358 -2%
SCM
153
Shelton Capital Management
Colorado
$914K
KK
154
KLP Kapitalforvaltning
Norway
$899K
IAIM
155
International Assets Investment Management
Florida
$881K
OMC
156
Old Mission Capital
Illinois
$877K +$1.21M +17,255 New
SS
157
SBI Securities
Japan
$865K -$444K -6,308 -27%
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$852K +$25.3K +360 +2%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$836K -$879K -12,500 -43%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$812K -$18.1K -257 -2%
A
161
AlphaQuest
New York
$808K +$1.12M +15,897 New
WFA
162
WMG Financial Advisors
Tennessee
$806K -$186K -2,650 -14%
PAG
163
Private Advisor Group
New Jersey
$799K +$94.5K +1,344 +9%
CTC (Chicago Trading Company)
164
CTC (Chicago Trading Company)
Illinois
$787K +$26.7K +380 +3%
KAS
165
Kestra Advisory Services
Texas
$779K -$394K -5,605 -27%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$775K -$540K -7,679 -33%
KA
167
Kercheville Advisors
Texas
$762K
CM
168
Caption Management
Oklahoma
$762K +$141K +2,000 +15%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$756K +$481K +6,841 +85%
ProShare Advisors
170
ProShare Advisors
Maryland
$732K -$202K -2,870 -17%
FRM
171
Fox Run Management
Connecticut
$731K -$550K -7,820 -35%
CL
172
CSS LLC
Illinois
$726K +$1.01M +14,298 New
IFS
173
Integrated Financial Solutions
Virginia
$716K -$38.7K -550 -4%
BS
174
Banco Santander
Spain
$711K -$103K -1,463 -9%
Wolverine Trading
175
Wolverine Trading
Illinois
$711K -$2.57M -36,535 -73%