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292 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 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

0.21% more ownership

Funds ownership: 103.39%103.6% (+0.21%)

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

4% less funds holding

Funds holding: 305292 (-13)

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
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
55
Increased
115
Reduced
90
Closed
61
Calls
$15.9M
Puts
$23.9M
Net Calls
-$8.01M
Net Calls Change
-$8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Triumph Capital Management
Colorado
$5.48K
AF
252
Allworth Financial
California
$5.22K -$2.49K -158 -25%
SAM
253
Smartleaf Asset Management
Massachusetts
$4.15K -$7.46K -474 -55%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.75K
PTC
255
Private Trust Company
Ohio
$3.65K +$1.18K +75 +29%
SPIA
256
Steward Partners Investment Advisory
New York
$3.23K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$2.9K -$25.4K -1,616 -86%
UB
258
UMB Bank
Missouri
$2.74K -$4.17K -265 -51%
SL
259
Salomon & Ludwin
Virginia
$2.72K -$10K -635 -72%
ASN
260
Advisory Services Network
Georgia
$2.63K +$3.78K +240 New
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$2.3K +$1.1K +70 +50%
HNB
262
Huntington National Bank
Ohio
$2.19K
LFG
263
Larson Financial Group
Missouri
$2.19K
AFC
264
Ares Financial Consulting
California
$2.02K
MCM
265
MAI Capital Management
Ohio
$1.91K -$3.45K -219 -56%
BBHC
266
Brown Brothers Harriman & Co
New York
$1.85K
RIL
267
Rothschild Investment LLC
Illinois
$1.79K -$2.02K -128 -44%
WTC
268
WhitTier Trust Company
Nevada
$1.77K +$1.34K +85 +120%
RF
269
Rossby Financial
Florida
$1.72K +$2.42K +154 New
PWMG
270
Private Wealth Management Group
New Jersey
$1.63K -$142 -9 -6%
TWD
271
True Wealth Design
Ohio
$1.49K -$1.27K -81 -37%
EB
272
Eastern Bank
Massachusetts
$1.1K
CCWM
273
Cassaday & Co Wealth Management
Virginia
$1.1K +$1.57K +100 New
WSFS
274
Wilmington Savings Fund Society
Delaware
$1.1K +$1.57K +100 New
MWA
275
Medallion Wealth Advisors
Connecticut
$1.08K