UPWK icon

Upwork
UPWK

Overview Fund Activity

250 hedge funds and large institutions have $1.79B invested in Upwork in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
250
Holders Change
+32
Holders Change %
+14.68%
% of All Funds
3.33%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
64
Increased
81
Reduced
77
Closed
28
Calls
$47.6M
Puts
$37.1M
Net Calls
+$10.5M
Net Calls Change
+$7.56M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$253M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.1M
3
Invesco
3
Invesco
Georgia
$28.6M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54M
5
CAM
5
Contour Asset Management
New York
$24.6M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$2.74M
2
AA
2
Ancient Art
Texas
$80.5M
3
A
3
Atomvest
Hong Kong
$5.09M
4
ICM
4
Invenomic Capital Management
Massachusetts
$20M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
226
Cape Investment Advisory
Georgia
$4.91K 300 +300 New
SPIA
227
Steward Partners Investment Advisory
New York
$4.82K 295 +295 New
BIG
228
Brooklyn Investment Group
New York
$4.6K 281 +281 New
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$4.09K 250 +250 New
PD
230
Point72 (DIFC)
United Arab Emirates
$3.59K 220 -263 -54%
Optiver Holding
231
Optiver Holding
Netherlands
$2.67K 163 -16 -9%
PWMG
232
Private Wealth Management Group
New Jersey
$2.58K 158 – –
SIS
233
Sound Income Strategies
Florida
$2.29K 140 – –
RIL
234
Rothschild Investment LLC
Illinois
$2.13K 130 +45 +53%
SCM
235
Sterling Capital Management
North Carolina
$2.08K 127 – –
Bessemer Group
236
Bessemer Group
New Jersey
$2K 110 – –
IA
237
IFP Advisors
Florida
$1.82K 111 -1,850 -94%
EB
238
Eastern Bank
Massachusetts
$1.64K 100 – –
AF
239
Allworth Financial
California
$1.35K 84 – –
LC
240
Lindbrook Capital
California
$1.34K 82 +15 +22%
TWD
241
True Wealth Design
Ohio
$1.26K 77 – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$883 54 -37 -41%
PSFG
243
Park Square Financial Group
Georgia
$867 53 +53 New
FCMT
244
Founders Capital Management (Texas)
Texas
$638 39 +19 +95%
HCP
245
Hexagon Capital Partners
Arkansas
$638 39 +39 New
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$425 26 -1,792 -99%
AWM
247
Accredited Wealth Management
Kentucky
$409 25 +25 New
WT
248
Washington Trust
Rhode Island
$327 20 – –
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$213 13 -251 -95%
EC
250
Elequin Capital
New York
$164 10 +5 +100%
8 9
10
11 12