UPST icon

Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
176
Victory Capital Management
Texas
$602K +$616 +10 +0.1%
PCIA
177
Prime Capital Investment Advisors
Kansas
$589K +$11.6K +189 +2%
KAS
178
Kestra Advisory Services
Texas
$566K +$118K +1,924 +26%
Jennison Associates
179
Jennison Associates
New York
$560K +$560K +9,099 New
NFSG
180
Newbridge Financial Services Group
Florida
$533K +$8.81K +143 +2%
OAM
181
Oxford Asset Management
United Kingdom
$518K +$518K +8,412 New
SO
182
STRS Ohio
Ohio
$511K +$425K +6,900 +493%
AIP
183
Ameritas Investment Partners
Nebraska
$506K +$39K +633 +8%
NICM
184
Neo Ivy Capital Management
New York
$493K +$493K +8,019 New
SFWC
185
Strategic Family Wealth Counselors
New Jersey
$492K
American Century Companies
186
American Century Companies
Missouri
$489K +$489K +7,950 New
VF
187
Virtu Financial
New York
$486K +$486K +7,895 New
Federated Hermes
188
Federated Hermes
Pennsylvania
$463K +$463K +7,526 New
Neuberger Berman Group
189
Neuberger Berman Group
New York
$455K -$25.4K -413 -5%
CWM
190
CIBC World Markets
New York
$452K +$452K +7,348 New
IC
191
IEQ Capital
California
$444K +$43.5K +707 +11%
IA
192
Inspire Advisors
Idaho
$443K -$16.2K -263 -4%
IP
193
Intellectus Partners
California
$434K -$40K -650 -8%
PWM
194
Prosperity Wealth Management
California
$429K -$12.6K -205 -3%
SPA
195
Sherbrooke Park Advisers
New York
$413K +$413K +6,701 New
Principal Financial Group
196
Principal Financial Group
Iowa
$412K -$29.1K -472 -7%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$386K -$29.1K -472 -7%
QCM
198
QRG Capital Management
Illinois
$375K -$13.6K -221 -4%
MLIC
199
Mandatum Life Insurance Company
Finland
$372K +$372K +6,050 New
KNFPWM
200
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$370K -$61.6K -1,000 -14%