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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FCMT
201
Founders Capital Management (Texas)
Texas
$17.1K
OIA
202
Optimum Investment Advisors
Illinois
$16K
Russell Investments Group
203
Russell Investments Group
United Kingdom
$16K -$48.8K -1,711 -75%
TFA
204
Toth Financial Advisory
Virginia
$15.2K
IA
205
IFP Advisors
Florida
$14.7K -$5.47K -173 -27%
FFA
206
Farther Finance Advisors
California
$13K +$2.57K +90 +25%
WWP
207
WR Wealth Planners
Missouri
$12.2K -$1.86K -65 -13%
CSB
208
City State Bank
Iowa
$11K
AAM
209
Advisors Asset Management
Colorado
$10.6K -$7.19K -252 -40%
VCM
210
Versant Capital Management
Arizona
$10.5K +$57 +2 +0.5%
PS
211
PayPay Securities
Japan
$10.4K +$8.76K +307 +548%
QC
212
Quent Capital
New York
$9.53K -$571 -20 -6%
MHR
213
Matthew Hamilton Rosenberg
$8.56K
CFG
214
CKW Financial Group
Hawaii
$8K
NMG
215
New Millennium Group
Utah
$7.99K +$7.99K +280 New
TFGT
216
TS Financial Group (TSFG)
Illinois
$7K -$3.37K -120 -33%
HFS
217
Hantz Financial Services
Michigan
$7K +$1.23K +40 +21%
SIC
218
SJS Investment Consulting
Ohio
$6.65K
LC
219
Lindbrook Capital
California
$6.56K +$1.26K +44 +24%
SCA
220
Stonebridge Capital Advisors
Minnesota
$6.56K +$2.85K +100 +77%
SWM
221
Spire Wealth Management
Virginia
$6.2K -$60.8K -2,130 -91%
BCV
222
Banque Cantonale Vaudoise
Switzerland
$6K -$14K -502 -70%
RA
223
Rise Advisors
New York
$5.99K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$5.71K
FAM
225
Flaharty Asset Management
Florida
$5.71K +$5.71K +200 New