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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
201
Prime Capital Investment Advisors
Kansas
$620K
PFS
202
Prospera Financial Services
Texas
$608K
AWS
203
Atria Wealth Solutions
New York
$604K
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$603K
Optiver Holding
205
Optiver Holding
Netherlands
$599K
DM
206
Diker Management
New York
$582K
QCM
207
QRG Capital Management
Illinois
$567K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$558K
AIP
209
Ameritas Investment Partners
Nebraska
$556K
ECM
210
EMC Capital Management
Texas
$556K
SO
211
STRS Ohio
Ohio
$543K
PWP
212
Pursue Wealth Partners
California
$542K
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$534K
CS
214
Candriam SCA
Luxembourg
$527K
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$527K
Neuberger Berman Group
216
Neuberger Berman Group
New York
$524K
Russell Investments Group
217
Russell Investments Group
United Kingdom
$520K
OIA
218
OneDigital Investment Advisors
Kansas
$520K
SFWC
219
Strategic Family Wealth Counselors
New Jersey
$517K
AWA
220
Arete Wealth Advisors
Illinois
$516K
IWC
221
Integrated Wealth Concepts
Massachusetts
$503K
IA
222
Inspire Advisors
Idaho
$497K
IP
223
Intellectus Partners
California
$483K
PIA
224
Prakash Investment Advisors
Massachusetts
$478K
VPIM
225
Vanguard Personalized Indexing Management
California
$465K