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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$865K +$656K +13,369 New
CM
177
Caption Management
Oklahoma
$841K
IAIM
178
International Assets Investment Management
Florida
$836K +$14.7K +299 +2%
VAM
179
Vienna Asset Management
California
$831K +$630K +12,855 New
AFG
180
Atomi Financial Group
New York
$830K +$6.23K +127 +1%
QT
181
Quantbot Technologies
New York
$817K -$8.21M -167,405 -93%
TRCT
182
Tower Research Capital (TRC)
New York
$802K +$498K +10,153 +453%
BAM
183
Blueshift Asset Management
New Jersey
$794K -$75.6K -1,541 -11%
GWMR
184
GC Wealth Management RIA
Massachusetts
$792K +$600K +12,243 New
PMAM
185
Picton Mahoney Asset Management
Ontario, Canada
$779K +$591K +12,044 New
GFP
186
Gryphon Financial Partners
Ohio
$776K -$379K -7,721 -39%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$757K +$1.42K +29 +0.2%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$754K +$196K +3,993 +52%
CA
189
Capital Advantage
California
$752K
Jennison Associates
190
Jennison Associates
New York
$736K +$10.1K +205 +2%
HI
191
Harbour Investments
Wisconsin
$700K -$137K -2,792 -20%
FCM
192
Fairbanks Capital Management
California
$699K -$49K -1,000 -8%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$695K
OAM
194
Oppenheimer Asset Management
New York
$692K -$669K -13,651 -56%
PWM
195
Prosperity Wealth Management
California
$689K +$523K +10,660 New
CWM
196
CIBC World Markets
New York
$671K -$362K -7,380 -42%
NFSG
197
Newbridge Financial Services Group
Florida
$651K +$70.9K +1,445 +17%
BC
198
Bridgefront Capital
Texas
$642K +$486K +9,921 New
Victory Capital Management
199
Victory Capital Management
Texas
$636K +$1.27K +26 +0.3%
SB
200
SIG Brokerage
New York
$627K +$475K +9,694 New

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.