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Upstart Holdings

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
201
Colonial Trust Advisors
South Carolina
$2.83K
TWC
202
TD Waterhouse Canada
Ontario, Canada
$2.83K
AAG
203
Armstrong Advisory Group
Massachusetts
$2.38K
ATC
204
Adirondack Trust Company
New York
$2.38K
BIA
205
Bell Investment Advisors
California
$2.31K +$652 +41 +39%
FFA
206
Farther Finance Advisors
California
$2.24K -$207 -13 -8%
SCA
207
Stonebridge Capital Advisors
Minnesota
$2.07K
AF
208
Allworth Financial
California
$2.05K +$1.05K +66 +105%
GCS
209
Gordian Capital (Singapore)
Singapore
$2K
N
210
Natixis
France
$1.68K
LC
211
Lindbrook Capital
California
$1.65K +$1.65K +104 New
CFGS
212
Concourse Financial Group Securities
Alabama
$1.65K
CTC
213
Central Trust Company
Missouri
$1.59K
HWA
214
Heritage Wealth Advisors
Virginia
$1.59K
WWM
215
Wolff Wiese Magana
California
$1.59K
KFS
216
Kelly Financial Services
Massachusetts
$1.43K
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K
GRP
218
Global Retirement Partners
California
$1.22K +$195 +16 +19%
AWM
219
Accel Wealth Management
Iowa
$1.05K
RDIA
220
RE Dickinson Investment Advisors
Iowa
$1K
HGERS
221
Householder Group Estate & Retirement Specialist
Arizona
$1K
SSB
222
Sandy Spring Bank
Maryland
$906
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$806 -$106 -6,698 -12%
FFL
224
Financial Freedom LLC
Ohio
$795
OC
225
Oakworth Capital
Alabama
$795