302 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% more funds holding

Funds holding: 274302 (+28)

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
302
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.9M
Puts
$40.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$88K
IA
227
IFP Advisors
Florida
$87.1K
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$81.3K
SS
229
SBI Securities
Japan
$75K
CSPIA
230
Cary Street Partners Investment Advisory
Virginia
$73.1K
Walleye Capital
231
Walleye Capital
New York
$68.5K
MCA
232
McGuire Capital Advisors
Oklahoma
$66.4K
ECM
233
EMC Capital Management
Texas
$56K
LI
234
LRI Investments
Florida
$50.1K
SO
235
STRS Ohio
Ohio
$49.5K
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$48.7K
IAIM
237
International Assets Investment Management
Florida
$41.7K
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$37.3K
GI
239
GAMMA Investing
California
$36.5K
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$35.8K
PA
241
Parallel Advisors
California
$32K
FMP
242
Financial Management Professionals
Texas
$31.3K
FFA
243
Farther Finance Advisors
California
$27K
BIA
244
Bell Investment Advisors
California
$25.1K
QCG
245
Quadrant Capital Group
Ohio
$24.2K
Bessemer Group
246
Bessemer Group
New Jersey
$19K
SL
247
Salomon & Ludwin
Virginia
$18.2K
SSG
248
Summit Securities Group
New York
$17.9K
SAM
249
Smartleaf Asset Management
Massachusetts
$16.9K
S
250
SignatureFD
Georgia
$15.6K