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Upstart Holdings

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M
Name Market Value Shares Shares
Change
Shares
Change %
WWP
201
WR Wealth Planners
Missouri
$6.62K 246 +246 New
AAG
202
Armstrong Advisory Group
Massachusetts
$6.13K 150
BCV
203
Banque Cantonale Vaudoise
Switzerland
$6K 215
Lazard Asset Management
204
Lazard Asset Management
New York
$6K 241 +241 New
TFA
205
Toth Financial Advisory
Virginia
$5.73K 213 -320 -60%
LC
206
Lindbrook Capital
California
$5.67K 211 -122 -37%
RA
207
Rise Advisors
New York
$5.65K 210
AF
208
Allworth Financial
California
$5.54K 206 +25 +14%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$5.38K 200
CSB
210
City State Bank
Iowa
$5K 200
T. Rowe Price Investment Management
211
T. Rowe Price Investment Management
Maryland
$5K 151 +151 New
CTA
212
Colonial Trust Advisors
South Carolina
$4.79K 178
ATC
213
Adirondack Trust Company
New York
$4.03K 150
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.66K 136 -105 -44%
VWM
215
Venturi Wealth Management
Texas
$3.34K 124 +43 +53%
PS
216
PayPay Securities
Japan
$3.12K 116 +36 +45%
VL
217
Vima LLC
Michigan
$2.99K 188 +59 +46%
FFA
218
Frazier Financial Advisors
Ohio
$2.69K 100
HWA
219
Heritage Wealth Advisors
Virginia
$2.69K 100
MIM
220
Macroview Investment Management
Maryland
$2.69K 100 +100 New
MSG
221
Main Street Group
Virginia
$2.64K 100
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$2.64K 100 +100 New
SWM
223
Spire Wealth Management
Virginia
$2.58K 96 -71 -43%
KFS
224
Kelly Financial Services
Massachusetts
$2.42K 90
GRP
225
Global Retirement Partners
California
$2.21K 82