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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
201
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$370K -$62.3K -1,000 -14%
BC
202
Bayforest Capital
United Kingdom
$367K +$372K +5,963 New
SFA
203
Sequoia Financial Advisors
Ohio
$366K +$3.99K +64 +1%
SFG
204
Synergy Financial Group
California
$357K -$40.6K -651 -10%
X
205
Xponance
Pennsylvania
$355K +$42.3K +678 +13%
CAM
206
Cresset Asset Management
Illinois
$354K -$985K -15,795 -73%
SWP
207
Stratos Wealth Partners
Ohio
$349K -$168K -2,700 -32%
VPIM
208
Vanguard Personalized Indexing Management
California
$340K +$8.17K +131 +2%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$340K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$339K +$10.4K +167 +3%
IAIM
211
International Assets Investment Management
Florida
$338K -$14.2M -227,704 -98%
VIA
212
Virtus Investment Advisers
Connecticut
$332K +$337K +5,400 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$321K +$325K +5,219 New
FRM
214
Fox Run Management
Connecticut
$319K +$323K +5,176 New
AF
215
Advisornet Financial
Minnesota
$318K
SP
216
Symmetry Partners
Connecticut
$314K +$318K +5,100 New
ECM
217
EMC Capital Management
Texas
$314K -$929K -14,900 -75%
GAM
218
Gotham Asset Management
New York
$313K -$5.05K -81 -2%
CSWM
219
Cassady Schiller Wealth Management
Ohio
$309K -$11.8K -189 -4%
IAA
220
Independent Advisor Alliance
North Carolina
$304K -$13.3K -214 -4%
PCM
221
Prelude Capital Management
New York
$298K -$612K -9,812 -67%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$297K +$300K +4,817 New
GS
223
GTS Securities
New York
$293K +$296K +4,753 New
Credit Agricole
224
Credit Agricole
France
$291K +$295K +4,726 New
TWM
225
Tradition Wealth Management
Minnesota
$290K +$294K +4,718 New

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.