271 hedge funds and large institutions have $2.27B invested in Upwork in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

2.68% more ownership

Funds ownership: 89.33%92.01% (+2.7%)

2% more funds holding

Funds holding: 265271 (+6)

4% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 96

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$38.1M
2 +$33.4M
3 +$24.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$16.7M
5
Goldman Sachs
Goldman Sachs
New York
+$16.2M

Top Sellers

1 -$33.9M
2 -$29.7M
3 -$24.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$18.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$32.6K
FMP
228
Financial Management Professionals
Texas
$29.3K
PA
229
Parallel Advisors
California
$27.7K
CA
230
Clearstead Advisors
Ohio
$26.1K
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$25K
BIA
232
Bell Investment Advisors
California
$23.5K
QCG
233
Quadrant Capital Group
Ohio
$22.3K
QL
234
Quarry LP
New York
$21.6K
ASN
235
Advisory Services Network
Georgia
$14.8K
S
236
SignatureFD
Georgia
$14.1K
T. Rowe Price Investment Management
237
T. Rowe Price Investment Management
Maryland
$14K
C
238
Covestor
United Kingdom
$14K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$13.4K
VCM
240
Versant Capital Management
Arizona
$13.2K
SAM
241
Smartleaf Asset Management
Massachusetts
$11.7K
AAP
242
Arax Advisory Partners
Colorado
$11K
PHK
243
Point72 Hong Kong
Hong Kong
$9.97K
GWSG
244
GPS Wealth Strategies Group
Colorado
$9.01K
Optiver Holding
245
Optiver Holding
Netherlands
$8.52K
GI
246
GAMMA Investing
California
$7.13K
AF
247
Allworth Financial
California
$6.89K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$6.54K
HI
249
Harbour Investments
Wisconsin
$6.07K
SPIA
250
Steward Partners Investment Advisory
New York
$5.48K