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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
201
American Portfolios Advisors
New York
$717K -$639K -4,221 -47%
CSIA
202
Charles Schwab Investment Advisory
California
$693K +$693K +4,581 New
WWM
203
Wolff Wiese Magana
California
$690K +$517K +3,415 +299%
CM
204
Caption Management
Oklahoma
$688K
BF
205
BOK Financial
Oklahoma
$682K +$18.8K +124 +3%
VFA
206
Valeo Financial Advisors
Indiana
$677K +$457K +3,020 +208%
NL
207
NWAM LLC
Washington
$653K +$91.3K +604 +16%
GKWIM
208
Gerber Kawasaki Wealth & Investment Management
California
$639K +$464K +3,066 +264%
AAM
209
Advisors Asset Management
Colorado
$638K +$229K +1,514 +56%
ProShare Advisors
210
ProShare Advisors
Maryland
$637K +$36.2K +239 +6%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$627K +$285K +1,885 +84%
Cerity Partners
212
Cerity Partners
New York
$620K +$620K +4,100 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$599K +$244K +1,614 +69%
CPWM
214
Cypress Point Wealth Management
Texas
$596K +$249K +1,646 +72%
NFG
215
Next Financial Group
Texas
$590K +$88.8K +587 +18%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$564K +$114K +754 +25%
LFAS
217
Level Four Advisory Services
Texas
$561K +$561K +3,706 New
VPIM
218
Vanguard Personalized Indexing Management
California
$554K +$151K +998 +37%
HCA
219
Harbour Capital Advisors
Virginia
$547K +$71.9K +475 +15%
BAM
220
Blueshift Asset Management
New Jersey
$546K +$546K +3,609 New
WCM
221
Washburn Capital Management
Florida
$543K -$244K -1,610 -31%
PAG
222
Private Advisor Group
New Jersey
$541K +$137K +904 +34%
BRWM
223
B. Riley Wealth Management
Tennessee
$531K +$262K +1,734 +98%
AWA
224
Alta Wealth Advisors
Massachusetts
$528K +$64.8K +429 +14%
Dimensional Fund Advisors
225
Dimensional Fund Advisors
Texas
$522K +$24.8K +164 +5%