271 hedge funds and large institutions have $2.27B invested in Upwork in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

2.68% more ownership

Funds ownership: 89.33%92.01% (+2.7%)

2% more funds holding

Funds holding: 265271 (+6)

4% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 96

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$38.1M
2 +$33.4M
3 +$24.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$16.7M
5
Goldman Sachs
Goldman Sachs
New York
+$16.2M

Top Sellers

1 -$33.9M
2 -$29.7M
3 -$24.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$18.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
251
C.M. Bidwell & Associates
Hawaii
$4.66K
WT
252
Whittier Trust
California
$4.53K
RIL
253
Rothschild Investment LLC
Illinois
$3.81K
LFG
254
Larson Financial Group
Missouri
$3.71K
HNB
255
Huntington National Bank
Ohio
$3.71K
FFA
256
Farther Finance Advisors
California
$3.64K
BBHC
257
Brown Brothers Harriman & Co
New York
$3.14K
PS
258
Principal Securities
Iowa
$3.01K
PWMG
259
Private Wealth Management Group
New Jersey
$2.94K
WANY
260
Wealthspire Advisors (New York)
New York
$2.79K
EB
261
Eastern Bank
Massachusetts
$1.86K
TWD
262
True Wealth Design
Ohio
$1.8K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$1.6K
CIA
264
Cape Investment Advisory
Georgia
$1.45K
WTC
265
WhitTier Trust Company
Nevada
$1.23K
W
266
WealthCollab
Washington
$985
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$966
PPC
268
Park Place Capital
Alabama
$817
BGAI
269
Bruce G. Allen Investments
Colorado
$761
TPCW
270
TD Private Client Wealth
New York
$613
AWM
271
Accredited Wealth Management
Kentucky
$465
NA
272
NewEdge Advisors
Louisiana
$279
Connor, Clark & Lunn Investment Management (CC&L)
273
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PM
274
Plustick Management
Virginia
PAM
275
Panagora Asset Management
Massachusetts