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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$709K +$161K +2,288 +20%
AAM
177
Advisors Asset Management
Colorado
$677K -$12.7K -180 -1%
PCM
178
Polymer Capital Management
New York
$667K -$42.2K -600 -4%
BAM
179
Blueshift Asset Management
New Jersey
$642K +$26.1K +371 +3%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$629K +$153K +2,168 +25%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$618K +$32.6K +464 +4%
PEAK6
182
PEAK6
Illinois
$617K +$855K +12,151 New
Truist Financial
183
Truist Financial
North Carolina
$615K -$93.8K -1,334 -10%
CA
184
Capital Advantage
California
$591K
NFSG
185
Newbridge Financial Services Group
Florida
$587K +$104K +1,485 +15%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$568K -$380K -5,404 -33%
OAM
187
Oppenheimer Asset Management
New York
$564K +$28.9K +411 +4%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$560K +$119K +1,697 +18%
Vontobel Holding
189
Vontobel Holding
Switzerland
$558K +$403K +5,728 +109%
HI
190
Harbour Investments
Wisconsin
$551K +$1.27K +18 +0.2%
FCM
191
Fairbanks Capital Management
California
$549K
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$546K
XT
193
XTX Topco
Cayman Islands
$532K +$737K +10,474 New
VPIM
194
Vanguard Personalized Indexing Management
California
$526K +$223K +3,169 +44%
I
195
InceptionR
California
$519K +$342K +4,868 +91%
FCM
196
Firsthand Capital Management
California
$508K +$703K +10,000 New
VanEck Associates
197
VanEck Associates
New York
$502K +$695K +9,884 New
ECM
198
EMC Capital Management
Texas
$500K +$87.9K +1,250 +15%
PCIA
199
Prime Capital Investment Advisors
Kansas
$495K +$10.7K +152 +2%
US Bancorp
200
US Bancorp
Minnesota
$491K +$4.22K +60 +0.6%