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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
176
Caption Management
Oklahoma
$598K -$69K -1,500 -10%
AAM
177
Advisors Asset Management
Colorado
$597K +$528K +11,460 +754%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$585K +$373K +8,098 +176%
AFG
179
Atomi Financial Group
New York
$585K +$17.2K +374 +3%
IC
180
IEQ Capital
California
$582K +$250K +5,441 +75%
IAIM
181
International Assets Investment Management
Florida
$581K +$326K +7,076 +127%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$563K -$269K -5,838 -32%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$550K +$550K +11,947 New
FCM
184
Fairbanks Capital Management
California
$543K +$543K +11,800 New
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$537K +$61.8K +1,342 +13%
PCIA
186
Prime Capital Investment Advisors
Kansas
$529K +$88.9K +1,931 +20%
Jennison Associates
187
Jennison Associates
New York
$514K +$95.7K +2,078 +23%
CC
188
Centiva Capital
New York
$512K +$512K +11,122 New
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$495K -$23.3K -506 -4%
AS
190
Altshuler Shaham
Israel
$483K +$483K +10,500 New
PIA
191
Prakash Investment Advisors
Massachusetts
$480K -$48.3K -1,050 -9%
Victory Capital Management
192
Victory Capital Management
Texas
$452K +$1.89K +41 +0.4%
US Bancorp
193
US Bancorp
Minnesota
$440K -$52.3K -1,137 -11%
PHK
194
Point72 Hong Kong
Hong Kong
$428K +$428K +9,304 New
BC
195
Bayforest Capital
United Kingdom
$418K +$144K +3,118 +52%
AIM
196
Aigen Investment Management
New York
$417K -$330K -7,165 -44%
NRD
197
Nebula Research & Development
New York
$412K +$261K +5,681 +174%
NFSG
198
Newbridge Financial Services Group
Florida
$397K -$1.98K -43 -0.5%
PCM
199
Prelude Capital Management
New York
$390K +$167K +3,631 +75%
KAS
200
Kestra Advisory Services
Texas
$379K -$43.9K -953 -10%