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Upstart Holdings

387 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+44
Holders Change %
+12.83%
% 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
106
Increased
114
Reduced
107
Closed
57
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
201
Bayforest Capital
United Kingdom
$367K +$367K +5,963 New
SFA
202
Sequoia Financial Advisors
Ohio
$366K +$3.94K +64 +1%
SFG
203
Synergy Financial Group
California
$357K -$40.1K -651 -10%
X
204
Xponance
Pennsylvania
$355K +$41.7K +678 +13%
CAM
205
Cresset Asset Management
Illinois
$354K -$973K -15,795 -73%
SWP
206
Stratos Wealth Partners
Ohio
$349K -$166K -2,700 -32%
VPIM
207
Vanguard Personalized Indexing Management
California
$340K +$8.07K +131 +2%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$340K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$339K +$10.3K +167 +3%
IAIM
210
International Assets Investment Management
Florida
$338K -$13.8M -227,704 -98%
VIA
211
Virtus Investment Advisers
Connecticut
$332K +$332K +5,400 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$321K +$321K +5,219 New
FRM
213
Fox Run Management
Connecticut
$319K +$319K +5,176 New
AF
214
Advisornet Financial
Minnesota
$318K
SP
215
Symmetry Partners
Connecticut
$314K +$314K +5,100 New
ECM
216
EMC Capital Management
Texas
$314K -$917K -14,900 -75%
GAM
217
Gotham Asset Management
New York
$313K -$4.99K -81 -2%
CSWM
218
Cassady Schiller Wealth Management
Ohio
$309K -$11.6K -189 -4%
IAA
219
Independent Advisor Alliance
North Carolina
$304K -$13.2K -214 -4%
PCM
220
Prelude Capital Management
New York
$298K -$604K -9,812 -67%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$297K +$297K +4,817 New
GS
222
GTS Securities
New York
$293K +$293K +4,753 New
Credit Agricole
223
Credit Agricole
France
$291K +$291K +4,726 New
TWM
224
Tradition Wealth Management
Minnesota
$290K +$290K +4,718 New
PIA
225
Perennial Investment Advisors
California
$284K +$284K +4,620 New