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Upstart Holdings

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M
Name Market Value Shares Shares
Change
Shares
Change %
AA
176
Ancora Advisors
Ohio
$32.3K 1,200
GWSG
177
GPS Wealth Strategies Group
Colorado
$27.4K 1,018 -220 -18%
AFG
178
Albion Financial Group
Utah
$26.9K 1,000
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.6K 990 -822 -45%
S
180
SignatureFD
Georgia
$24.1K 897 -204 -19%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$24K 905 -226 -20%
BBHC
182
Brown Brothers Harriman & Co
New York
$22.9K 850
SAM
183
Shell Asset Management
Netherlands
$21K 877 -52 -6%
CG
184
Cutler Group
California
$21K 813 +713 +713%
QCG
185
Quadrant Capital Group
Ohio
$19K 705 -31 -4%
GI
186
GAMMA Investing
California
$16.5K 614 +9 +1%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$16.1K 600
A
188
AlphaQuest
New York
$15.3K 568 +480 +545%
IA
189
IFP Advisors
Florida
$13.2K 490 -20 -4%
CPG
190
Custom Portfolio Group
Colorado
$13K 482 +241 +100%
PMFA
191
Plante Moran Financial Advisors
Michigan
$12.6K 470 +470 New
VCM
192
Versant Capital Management
Arizona
$11.5K 428 -81 -16%
GWM
193
Geneos Wealth Management
Colorado
$9.06K 337 -68 -17%
QC
194
Quent Capital
New York
$9.01K 335 -2 -0.6%
OIA
195
Optimum Investment Advisors
Illinois
$8.34K 310 -250 -45%
BMC
196
Bear Mountain Capital
Washington
$8.28K 369
C
197
Covestor
United Kingdom
$8K 306 -1 -0.3%
MHR
198
Matthew Hamilton Rosenberg
$7.93K 300
HFS
199
Hantz Financial Services
Michigan
$7K 248 +20 +9%
LFG
200
Larson Financial Group
Missouri
$6.86K 255 +100 +65%