300 hedge funds and large institutions have $2.67B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

9% more funds holding

Funds holding: 274300 (+26)

6% less call options, than puts

Call options by funds: $37.7M | Put options by funds: $39.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
300
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
$37.7M
Puts
$39.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$87.1K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$81.3K
SS
228
SBI Securities
Japan
$75K
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$73.1K
Walleye Capital
230
Walleye Capital
New York
$68.5K
MCA
231
McGuire Capital Advisors
Oklahoma
$66.4K
LI
232
LRI Investments
Florida
$50.1K
SO
233
STRS Ohio
Ohio
$49.5K
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$48.7K
IAIM
235
International Assets Investment Management
Florida
$41.7K
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$37.3K
GI
237
GAMMA Investing
California
$36.5K
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$35.8K
PA
239
Parallel Advisors
California
$32K
FMP
240
Financial Management Professionals
Texas
$31.3K
FFA
241
Farther Finance Advisors
California
$27K
BIA
242
Bell Investment Advisors
California
$25.1K
QCG
243
Quadrant Capital Group
Ohio
$24.2K
Bessemer Group
244
Bessemer Group
New Jersey
$19K
SL
245
Salomon & Ludwin
Virginia
$18.2K
SSG
246
Summit Securities Group
New York
$17.9K
SAM
247
Smartleaf Asset Management
Massachusetts
$16.9K
S
248
SignatureFD
Georgia
$15.6K
Jones Financial Companies
249
Jones Financial Companies
Missouri
$14.7K
SWM
250
Spire Wealth Management
Virginia
$14.5K