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292 hedge funds and large institutions have $1.48B invested in Upwork in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

0.21% more ownership

Funds ownership: 103.39%103.6% (+0.21%)

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

4% less funds holding

Funds holding: 305292 (-13)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $23.9M

45% less capital invested

Capital invested by funds: $2.68B → $1.48B (-$1.19B)

Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
55
Increased
115
Reduced
90
Closed
61
Calls
$15.9M
Puts
$23.9M
Net Calls
-$8.01M
Net Calls Change
-$8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$47.1K -$1.64K -104 -2%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$42.8K -$3.18K -202 -5%
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$40.2K -$378 -24 -0.7%
Walleye Capital
229
Walleye Capital
New York
$37.4K -$740 -47 -1%
GI
230
GAMMA Investing
California
$34.9K +$21.1K +1,343 +73%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$34.5K +$38.4K +2,437 +329%
LI
232
LRI Investments
Florida
$32.8K +$7.35K +467 +18%
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$31.1K +$5.89K +374 +15%
MCA
234
McGuire Capital Advisors
Oklahoma
$25K -$16.8K -1,067 -32%
IAIM
235
International Assets Investment Management
Florida
$23.8K +$394 +25 +1%
BC
236
Bayforest Capital
United Kingdom
$22.3K +$32.1K +2,037 New
PA
237
Parallel Advisors
California
$21.5K +$5.54K +352 +22%
TC
238
Truvestments Capital
Florida
$20.9K +$30K +1,904 New
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$20.6K +$1.2K +76 +4%
SSG
240
Summit Securities Group
New York
$16K +$8.77K +557 +62%
HFS
241
Hantz Financial Services
Michigan
$14K +$15.9K +1,012 +365%
BIA
242
Bell Investment Advisors
California
$13.9K
QCG
243
Quadrant Capital Group
Ohio
$12.2K -$1.64K -104 -9%
VCM
244
Versant Capital Management
Arizona
$12K +$6.03K +383 +54%
EP
245
Essential Partners
California
$10.9K +$5.34K +339 +52%
FFA
246
Farther Finance Advisors
California
$10.7K -$6.3K -400 -29%
KG
247
Kilter Group
New York
$8.44K +$12.1K +770 New
Bessemer Group
248
Bessemer Group
New Jersey
$8K -$2.63K -167 -18%
S
249
SignatureFD
Georgia
$7.66K -$1.4K -89 -11%
Los Angeles Capital Management
250
Los Angeles Capital Management
California
$5.6K -$729K -46,290 -99%