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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
176
Caption Management
Oklahoma
$841K
IAIM
177
International Assets Investment Management
Florida
$836K
VAM
178
Vienna Asset Management
California
$831K
AFG
179
Atomi Financial Group
New York
$830K
QT
180
Quantbot Technologies
New York
$817K
TRCT
181
Tower Research Capital (TRC)
New York
$802K
BAM
182
Blueshift Asset Management
New Jersey
$794K
GWMR
183
GC Wealth Management RIA
Massachusetts
$792K
PMAM
184
Picton Mahoney Asset Management
Ontario, Canada
$779K
GFP
185
Gryphon Financial Partners
Ohio
$776K
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$757K
Fidelity Investments
187
Fidelity Investments
Massachusetts
$754K
CA
188
Capital Advantage
California
$752K
Jennison Associates
189
Jennison Associates
New York
$736K
HI
190
Harbour Investments
Wisconsin
$700K
FCM
191
Fairbanks Capital Management
California
$699K
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$695K
OAM
193
Oppenheimer Asset Management
New York
$692K
PWM
194
Prosperity Wealth Management
California
$689K
CWM
195
CIBC World Markets
New York
$671K
NFSG
196
Newbridge Financial Services Group
Florida
$651K
BC
197
Bridgefront Capital
Texas
$642K
Victory Capital Management
198
Victory Capital Management
Texas
$636K
SB
199
SIG Brokerage
New York
$627K
US Bancorp
200
US Bancorp
Minnesota
$622K