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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 107

19% less call options, than puts

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

Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.1B
Puts
$1.37B
Net Calls
Net Calls Change

Top Buyers

1 +$96.9M
2 +$74.2M
3 +$69M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
Marshall Wace
Marshall Wace
United Kingdom
+$49M

Top Sellers

1 -$84.9M
2 -$49.9M
3 -$32.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$30.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$480M
2
$389M
3
$202M
4
$162M
5
$149M
6
$125M
7
$118M
8
$118M
9
$114M
10
$105M
11
$96.9M
12
$85M
13
$71M
14
$65.4M
15
$63.2M
16
$60.5M
17
$59.2M
18
$48.2M
19
$44.5M
20
$43.7M
21
$43.7M
22
$43.6M
23
$40.5M
24
$37.3M
25
$36.7M