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Upstart Holdings

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
LBWM
201
Left Brain Wealth Management
Illinois
$376K -$161K -3,500 -30%
AIP
202
Ameritas Investment Partners
Nebraska
$368K -$9.9K -215 -3%
SFWC
203
Strategic Family Wealth Counselors
New Jersey
$368K
AWS
204
Atria Wealth Solutions
New York
$367K -$508K -11,043 -58%
VI
205
Versor Investments
New York
$359K -$120K -2,606 -25%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$353K +$64.8K +1,407 +22%
IA
207
Inspire Advisors
Idaho
$351K +$19.3K +419 +6%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$343K -$5.9M -128,260 -95%
Prudential Financial
209
Prudential Financial
New Jersey
$339K -$158K -3,433 -32%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$330K -$9.53K -207 -3%
PSC
211
Portman Square Capital
United Kingdom
$327K +$327K +7,106 New
QIM
212
Quantitative Investment Management
Virginia
$326K +$326K +7,083 New
Jones Financial Companies
213
Jones Financial Companies
Missouri
$319K +$58.6K +1,239 +22%
IP
214
Intellectus Partners
California
$315K -$9.21K -200 -3%
Cerity Partners
215
Cerity Partners
New York
$295K +$128K +2,779 +76%
KNFPWM
216
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$284K
X
217
Xponance
Pennsylvania
$284K +$18.5K +401 +7%
QCM
218
QRG Capital Management
Illinois
$282K +$2.16K +47 +0.8%
VPIM
219
Vanguard Personalized Indexing Management
California
$273K +$18.6K +404 +7%
SFA
220
Sequoia Financial Advisors
Ohio
$272K -$875 -19 -0.3%
SFG
221
Synergy Financial Group
California
$267K
Vontobel Holding
222
Vontobel Holding
Switzerland
$266K +$90.6K +1,969 +52%
SWP
223
Stratos Wealth Partners
Ohio
$265K +$4.7K +102 +2%
SP
224
Symmetry Partners
Connecticut
$261K +$26.6K +577 +11%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$256K +$15.9K +345 +7%