256 hedge funds and large institutions have $1.71B invested in Upwork in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+26
Holders Change %
+11.3%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
59
Increased
83
Reduced
82
Closed
31
Calls
$35.3M
Puts
$38.6M
Net Calls
-$3.21M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
226
Quarry LP
New York
$15.3K -$15.2K -1,024 -50%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$13K -$17.5K -1,166 -57%
LC
228
Lindbrook Capital
California
$12.5K -$2.22K -149 -15%
S
229
SignatureFD
Georgia
$12.1K +$1.37K +92 +13%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$11.5K +$11.5K +772 New
BCV
231
Banque Cantonale Vaudoise
Switzerland
$9K
CG
232
Cutler Group
California
$8K +$8K +576 New
MIM
233
Macroview Investment Management
Maryland
$7.29K +$7.29K +490 New
SFCL
234
Strengthening Families & Communities LLC
Massachusetts
$5.95K +$5.95K +400 New
A
235
AlphaQuest
New York
$5.67K +$5.67K +381 New
CA
236
Clearstead Advisors
Ohio
$4.77K +$2.34K +157 +96%
BTI
237
Blue Trust Inc
Georgia
$4K +$4K +378 New
HFS
238
Hantz Financial Services
Michigan
$3K
WAM
239
Wolverine Asset Management
Illinois
$2.54K
PWMG
240
Private Wealth Management Group
New Jersey
$2.35K +$2.35K +158 New
SPIA
241
Steward Partners Investment Advisory
New York
$2.23K +$2.23K +150 New
GWS
242
Glassman Wealth Services
Virginia
$2.07K
GI
243
GAMMA Investing
California
$1.7K +$1.7K +124 New
ME
244
McIlrath & Eck
Washington
$1.53K
IA
245
IFP Advisors
Florida
$1.49K
PA
246
Parallel Advisors
California
$1.35K +$699 +47 +107%
FFA
247
Farther Finance Advisors
California
$1.29K +$1.29K +87 New
GC
248
Globeflex Capital
California
$1.25K +$1.25K +84 New
VNA
249
Valley National Advisers
Pennsylvania
$1K +$1K +80 New
AF
250
Allworth Financial
California
$937 -$149 -10 -14%