269 hedge funds and large institutions have $3.27B invested in Upwork in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-8
Holders Change %
-2.89%
% of All Funds
4.15%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
58
Increased
85
Reduced
90
Closed
62
Calls
$39.4M
Puts
$49.6M
Net Calls
-$10.3M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$29K -$12K -353 -29%
ZIG
227
Zullo Investment Group
Pennsylvania
$27K +$27K +800 New
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$25K -$270 -8 -1%
BCV
229
Banque Cantonale Vaudoise
Switzerland
$20K
SWM
230
Selective Wealth Management
Virginia
$20K +$20K +600 New
ME
231
McIlrath & Eck
Washington
$19K
KPCM
232
Kings Point Capital Management
New York
$19K +$337 +10 +2%
HIA
233
Harbor Investment Advisory
Maryland
$18K
HFM
234
Harvest Fund Management
China
$17K
Simplex Trading
235
Simplex Trading
Illinois
$15K +$15K +453 New
SWA
236
SOA Wealth Advisors
New York
$14K +$14K +429 New
CA
237
Clearstead Advisors
Ohio
$12K
MHR
238
Matthew Hamilton Rosenberg
$11K -$7.46K -217 -40%
NFG
239
Next Financial Group
Texas
$10K +$10K +300 New
SWM
240
Spire Wealth Management
Virginia
$7K -$35K -1,000 -83%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$7K -$1.36K -37 -16%
CWP
242
Concord Wealth Partners
Virginia
$7K +$4.76K +136 +213%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$6.29K +$6.29K +200 New
IA
244
IFP Advisors
Florida
$6K -$557 -17 -9%
HWM
245
Holloway Wealth Management
Florida
$6K -$33K
MCM
246
Manchester Capital Management
Vermont
$5K +$216 +6 +5%
C
247
Covestor
United Kingdom
$5K +$5K +153 New
BA
248
Bellwether Advisors
Nebraska
$4K +$4K +121 New
Credit Agricole
249
Credit Agricole
France
$3K -$24K -720 -89%
TCWM
250
Total Clarity Wealth Management
Illinois
$3K