291 hedge funds and large institutions have $1.48B invested in Upwork in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $23.9M

45% less capital invested

Capital invested by funds: $2.68B → $1.48B (-$1.19B)

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.9M
Puts
$23.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$47.1K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$42.8K
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$40.2K
Walleye Capital
229
Walleye Capital
New York
$37.4K
GI
230
GAMMA Investing
California
$34.9K
Jones Financial Companies
231
Jones Financial Companies
Missouri
$34.5K
LI
232
LRI Investments
Florida
$32.8K
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$31.1K
MCA
234
McGuire Capital Advisors
Oklahoma
$25K
IAIM
235
International Assets Investment Management
Florida
$23.8K
BC
236
Bayforest Capital
United Kingdom
$22.3K
PA
237
Parallel Advisors
California
$21.5K
TC
238
Truvestments Capital
Florida
$20.9K
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$20.6K
SSG
240
Summit Securities Group
New York
$16K
HFS
241
Hantz Financial Services
Michigan
$14K
BIA
242
Bell Investment Advisors
California
$13.9K
QCG
243
Quadrant Capital Group
Ohio
$12.2K
VCM
244
Versant Capital Management
Arizona
$12K
EP
245
Essential Partners
California
$10.9K
FFA
246
Farther Finance Advisors
California
$10.7K
KG
247
Kilter Group
New York
$8.44K
Bessemer Group
248
Bessemer Group
New Jersey
$8K
S
249
SignatureFD
Georgia
$7.66K
Los Angeles Capital Management
250
Los Angeles Capital Management
California
$5.6K