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305 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

36% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 86

18% more capital invested

Capital invested by funds: $2.27B → $2.68B (+$404M)

11.07% more ownership

Funds ownership: 92.32%103.39% (+11%)

11% more funds holding

Funds holding: 276305 (+29)

0% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $40.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
305
Holders Change
+29
Holders Change %
+10.51%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
117
Reduced
86
Closed
38
Calls
$40.9M
Puts
$40.9M
Net Calls
-$15K
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Clearstead Advisors
Ohio
$91K +$58.4K +3,184 +226%
KBC Group
227
KBC Group
Belgium
$88K
IA
228
IFP Advisors
Florida
$87.1K +$7.9K +431 +11%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$81.3K +$38.3K +2,087 +104%
SS
230
SBI Securities
Japan
$75K -$29.9K -1,630 -30%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$73.1K +$67.7K +3,690 New
Walleye Capital
232
Walleye Capital
New York
$68.5K -$555K -30,272 -90%
MCA
233
McGuire Capital Advisors
Oklahoma
$66.4K +$61.5K +3,351 New
ECM
234
EMC Capital Management
Texas
$56K -$9.21K -502 -15%
LI
235
LRI Investments
Florida
$50.1K
SO
236
STRS Ohio
Ohio
$49.5K +$45.8K +2,500 New
PWPS
237
Pinnacle Wealth Planning Services
Ohio
$48.7K +$45.1K +2,459 New
IAIM
238
International Assets Investment Management
Florida
$41.7K +$38.6K +2,106 New
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$37.3K +$28K +1,529 +434%
GI
240
GAMMA Investing
California
$36.5K +$26.7K +1,456 +379%
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$35.8K -$5.61K -306 -14%
PA
242
Parallel Advisors
California
$32K +$2.29K +125 +8%
FMP
243
Financial Management Professionals
Texas
$31.3K
FFA
244
Farther Finance Advisors
California
$27K +$21.4K +1,165 +594%
BIA
245
Bell Investment Advisors
California
$25.1K
QCG
246
Quadrant Capital Group
Ohio
$24.2K +$385 +21 +2%
Bessemer Group
247
Bessemer Group
New Jersey
$19K +$17.2K +937 New
SL
248
Salomon & Ludwin
Virginia
$18.2K +$16.2K +884 New
SSG
249
Summit Securities Group
New York
$17.9K +$16.5K +901 New
SAM
250
Smartleaf Asset Management
Massachusetts
$16.9K +$4.58K +250 +41%