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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
201
Brown Brothers Harriman & Co
New York
$30.4K +$30.4K +850 New
LFG
202
Larson Financial Group
Missouri
$29K +$3.72K +104 +15%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$28.6K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$28K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$27K +$2.68K +74 +11%
QCG
206
Quadrant Capital Group
Ohio
$26.4K -$1.18K -33 -4%
BCV
207
Banque Cantonale Vaudoise
Switzerland
$26K
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$26K +$26K +725 New
IA
209
IFP Advisors
Florida
$25.7K +$25.1K +623 +4,153%
GWM
210
Geneos Wealth Management
Colorado
$25.2K +$11.1K +310 +78%
SPIA
211
Steward Partners Investment Advisory
New York
$23.1K +$3.76K +105 +19%
AAM
212
Advisors Asset Management
Colorado
$22.3K -$13.4K -375 -38%
NRG
213
Nemes Rush Group
Michigan
$21.8K +$21.8K +610 New
CCA
214
Column Capital Advisors
Indiana
$21.8K
FCMT
215
Founders Capital Management (Texas)
Texas
$21.5K
OIA
216
Optimum Investment Advisors
Illinois
$20.1K
TFA
217
Toth Financial Advisory
Virginia
$19.1K
BAAM
218
Baker Avenue Asset Management
California
$19K +$17.9K +500 +1,613%
C
219
Covestor
United Kingdom
$19K +$8.65K +245 +84%
WWP
220
WR Wealth Planners
Missouri
$17.7K -$10.2K -286 -37%
CSB
221
City State Bank
Iowa
$14K
FFA
222
Farther Finance Advisors
California
$13.1K +$8.06K +225 +160%
VCM
223
Versant Capital Management
Arizona
$13.1K +$13.1K +366 New
TFGT
224
TS Financial Group (TSFG)
Illinois
$13K -$4.86K -138 -27%
QC
225
Quent Capital
New York
$12.7K