UPST icon

Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$15.4K -$8.61K -365 -36%
VWM
177
Venturi Wealth Management
Texas
$15.1K +$12.2K +516 +416%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$14.2K
SPIA
179
Steward Partners Investment Advisory
New York
$13.3K -$26.9K -1,139 -67%
BTI
180
Blue Trust Inc
Georgia
$11.8K +$11.8K +439 New
IA
181
IFP Advisors
Florida
$11.6K
GWM
182
Geneos Wealth Management
Colorado
$10.7K +$2.71K +115 +34%
FFO
183
Fortitude Family Office
Arizona
$9.77K +$9.77K +414 New
HGA
184
Hobbs Group Advisors
South Carolina
$8.26K +$8.26K +350 New
Lazard Asset Management
185
Lazard Asset Management
New York
$8K +$2.54K +112 +46%
QC
186
Quent Capital
New York
$7.9K
LC
187
Lindbrook Capital
California
$7.53K +$2.55K +108 +51%
OIA
188
Optimum Investment Advisors
Illinois
$7.31K
MWA
189
MFA Wealth Advisors
Pennsylvania
$7.08K +$7.08K +300 New
RI
190
Ridgewood Investments
New Jersey
$7.08K +$7.08K +300 New
C
191
Covestor
United Kingdom
$7K +$23 +1 +0.3%
MHR
192
Matthew Hamilton Rosenberg
$6.87K
NMG
193
New Millennium Group
Utah
$6.61K +$6.61K +280 New
LFG
194
Larson Financial Group
Missouri
$6.02K
WWP
195
WR Wealth Planners
Missouri
$5.21K -$590 -25 -10%
QL
196
Quarry LP
New York
$5.19K +$5.19K +220 New
BCV
197
Banque Cantonale Vaudoise
Switzerland
$5K
TFA
198
Toth Financial Advisory
Virginia
$4.95K -$71 -3 -1%
RA
199
Rise Advisors
New York
$4.95K
AF
200
Allworth Financial
California
$4.84K -$890 -32 -16%