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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Advisornet Financial
Minnesota
$113K -$788 -22 -0.7%
TRCT
177
Tower Research Capital (TRC)
New York
$113K -$273K -7,634 -71%
NA
178
NewEdge Advisors
Louisiana
$109K -$21.7K -606 -17%
Daiwa Securities Group
179
Daiwa Securities Group
Japan
$106K +$106K +2,965 New
CIA
180
Capital Impact Advisors
Massachusetts
$94.4K
SWM
181
Spire Wealth Management
Virginia
$84K +$28.2K +788 +51%
Russell Investments Group
182
Russell Investments Group
United Kingdom
$81.3K +$17.5K +488 +27%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$76.5K +$76.5K +2,137 New
GI
184
GS Investments
Minnesota
$71.6K -$71.6K -2,000 -50%
S
185
SignatureFD
Georgia
$65.3K +$4.19K +117 +7%
IGWM
186
ICA Group Wealth Management
Colorado
$61.8K -$1.43K -40 -2%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$61.2K +$45.3K +1,265 +284%
CSWM
188
Cassady Schiller Wealth Management
Ohio
$60.7K +$18.5K +516 +44%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$59.1K
VWM
190
Venturi Wealth Management
Texas
$55.8K
Asset Management One
191
Asset Management One
Japan
$55.6K -$64.7K -1,807 -54%
Lazard Asset Management
192
Lazard Asset Management
New York
$48K +$48K +1,364 New
GWSG
193
GPS Wealth Strategies Group
Colorado
$44.8K +$1.76K +49 +4%
AA
194
Ancora Advisors
Ohio
$43K -$430 -12 -1%
WP
195
WealthPLAN Partners
Nebraska
$43K +$14K +390 +48%
SAM
196
Shell Asset Management
Netherlands
$41K -$287 -8 -0.7%
ETC
197
Exchange Traded Concepts
Oklahoma
$40.9K +$40.9K +1,143 New
PA
198
Parallel Advisors
California
$40K +$4.41K +123 +12%
YAL
199
Your Advocates Ltd
Texas
$36.9K
AFG
200
Albion Financial Group
Utah
$35.8K