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Upstart Holdings

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$1.37K -$1.03K -78 -43%
SC
202
Sculptor Capital
New York
$1.32K -$7.93K -600 -86%
CTC
203
Central Trust Company
Missouri
$1.32K -$1.32K -100 -50%
WWM
204
Wolff Wiese Magana
California
$1.32K -$661 -50 -33%
HWA
205
Heritage Wealth Advisors
Virginia
$1.32K
ZB
206
Zions Bancorporation
Utah
$1.32K
EWA
207
EverSource Wealth Advisors
Alabama
$1.26K +$1.26K +95 New
GWS
208
Glassman Wealth Services
Virginia
$1.22K -$410 -31 -25%
KFS
209
Kelly Financial Services
Massachusetts
$1.19K
EE
210
EWG Elevate
California
$1.19K +$1.19K +90 New
GRP
211
Global Retirement Partners
California
$1.11K
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.06K +$727 +55 +220%
RDIA
213
RE Dickinson Investment Advisors
Iowa
$1K
MTIC
214
Missouri Trust & Investment Company
Missouri
$1K
MWC
215
MBM Wealth Consultants
Missouri
$1K +$1K +5 New
ACM
216
Aquatic Capital Management
Illinois
$1K +$1K +100 New
AWM
217
Accel Wealth Management
Iowa
$873
PP
218
Pacifica Partners
Canada
$856 -$186 -15 -18%
QCG
219
Quadrant Capital Group
Ohio
$846 +$846 +64 New
AF
220
Allworth Financial
California
$833 +$569 +43 +215%
Credit Agricole
221
Credit Agricole
France
$793
MWM
222
MinichMacGregor Wealth Management
New York
$779 +$779 +59 New
SSB
223
Sandy Spring Bank
Maryland
$754
AWM
224
Accurate Wealth Management
Florida
$711 +$711 +50 New
OC
225
Oakworth Capital
Alabama
$661