268 hedge funds and large institutions have $2.26B invested in Upwork in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 95 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 264268 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 95

Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
LFG
251
Larson Financial Group
Missouri
$3.71K
HNB
252
Huntington National Bank
Ohio
$3.71K
FFA
253
Farther Finance Advisors
California
$3.64K
BBHC
254
Brown Brothers Harriman & Co
New York
$3.14K
PS
255
Principal Securities
Iowa
$3.01K
PWMG
256
Private Wealth Management Group
New Jersey
$2.94K
WANY
257
Wealthspire Advisors (New York)
New York
$2.79K
EB
258
Eastern Bank
Massachusetts
$1.86K
TWD
259
True Wealth Design
Ohio
$1.8K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$1.6K
WTC
261
WhitTier Trust Company
Nevada
$1.23K
W
262
WealthCollab
Washington
$985
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$966
PPC
264
Park Place Capital
Alabama
$817
BGAI
265
Bruce G. Allen Investments
Colorado
$761
TPCW
266
TD Private Client Wealth
New York
$613
AWM
267
Accredited Wealth Management
Kentucky
$465
NA
268
NewEdge Advisors
Louisiana
$279
Connor, Clark & Lunn Investment Management (CC&L)
269
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PM
270
Plustick Management
Virginia
PAM
271
Panagora Asset Management
Massachusetts
EGM
272
Engineers Gate Manager
New York
CC
273
Centiva Capital
New York
Mackenzie Financial
274
Mackenzie Financial
Ontario, Canada
Norges Bank
275
Norges Bank
Norway