264 hedge funds and large institutions have $1.58B invested in Upwork in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 82 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-8
Holders Change %
-2.94%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
104
Reduced
82
Closed
51
Calls
$12.8M
Puts
$18.5M
Net Calls
-$5.74M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Parallel Advisors
California
$19.9K +$591 +44 +3%
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$18K +$18K +1,313 New
BIA
228
Bell Investment Advisors
California
$17.9K +$632 +47 +4%
VCM
229
Versant Capital Management
Arizona
$16.4K +$5.82K +433 +55%
S
230
SignatureFD
Georgia
$15.9K +$5.67K +422 +56%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$13.6K -$58.3K -4,278 -81%
CIAM
232
Caitong International Asset Management
Hong Kong
$11.5K +$8.04K +598 +231%
FHA
233
First Horizon Advisors
Tennessee
$10.5K
NC
234
NewSquare Capital
Pennsylvania
$9.48K
ACM
235
Aster Capital Management
United Arab Emirates
$7.15K -$11.5K -855 -62%
FFA
236
Farther Finance Advisors
California
$6.18K -$6.46K -481 -51%
MCM
237
MAI Capital Management
Ohio
$4.53K
HI
238
Harbour Investments
Wisconsin
$4.4K -$56.7K -4,222 -93%
SPIA
239
Steward Partners Investment Advisory
New York
$3.97K
GI
240
GAMMA Investing
California
$3.51K -$685 -51 -16%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$3.37K +$3.37K +251 New
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$3.36K
RIL
243
Rothschild Investment LLC
Illinois
$3.02K +$605 +45 +25%
LFG
244
Larson Financial Group
Missouri
$2.94K +$2.62K +195 +813%
HNB
245
Huntington National Bank
Ohio
$2.69K
BBHC
246
Brown Brothers Harriman & Co
New York
$2.27K +$2.27K +169 New
TWD
247
True Wealth Design
Ohio
$2.26K +$134 +10 +6%
Optiver Holding
248
Optiver Holding
Netherlands
$2.19K
PS
249
Principal Securities
Iowa
$2.18K +$2.18K +162 New
PWMG
250
Private Wealth Management Group
New Jersey
$2.12K