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Upwork
UPWK

Overview Fund Activity

272 hedge funds and large institutions have $1.53B invested in Upwork in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
73
Increased
77
Reduced
82
Closed
46
Calls
$14.8M
Puts
$22.8M
Net Calls
-$7.95M
Net Calls Change
-$18.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$69.8M
2
Morgan Stanley
Morgan Stanley
New York
$40.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
$29.2M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.8M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.7M

Top Sellers

1
DAM
Dorsey Asset Management
Illinois
$0
2
CAM
Contour Asset Management
New York
$0
3
AA
Ancient Art
Texas
$49.4M
4
TGM
Tenzing Global Management
California
$653K
5
ICM
Invenomic Capital Management
Massachusetts
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$1.83K – – –
AF
252
Allworth Financial
California
$1.79K +$651 +48 +57%
SCM
253
Sterling Capital Management
North Carolina
$1.66K – – –
Walleye Capital
254
Walleye Capital
New York
$1.49K -$1.09M -83,372 -100%
EB
255
Eastern Bank
Massachusetts
$1.31K – – –
WTC
256
WhitTier Trust Company
Nevada
$926 +$926 +71 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$835 +$496 +38 +146%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$826 +$826 +70 New
PFBT
259
Parkside Financial Bank & Trust
Missouri
$783 +$783 +60 New
CA
260
Continuum Advisory
Idaho
$770 +$770 +59 New
AAP
261
Arax Advisory Partners
Colorado
$744 +$744 +57 New
PSFG
262
Park Square Financial Group
Georgia
$692 – – –
PPC
263
Park Place Capital
Alabama
$574 +$574 +44 New
HCP
264
Hexagon Capital Partners
Arkansas
$561 +$52 +4 +10%
SC
265
Stephens Consulting
Michigan
$392 +$392 +30 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$365 -$339 -26 -48%
AWM
267
Accredited Wealth Management
Kentucky
$327 – – –
LFG
268
Larson Financial Group
Missouri
$313 +$313 +24 New
WT
269
Washington Trust
Rhode Island
$261 – – –
EWA
270
EverSource Wealth Advisors
Alabama
$235 +$196 +15 +500%
ADL
271
Asset Dedication LLC
California
$222 +$222 +17 New
SAM
272
Smartleaf Asset Management
Massachusetts
$211 +$211 +16 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$13 -$156 -12 -92%
DAM
274
Dorsey Asset Management
Illinois
– -$49.8M -3,045,142 Closed
CAM
275
Contour Asset Management
New York
– -$24.6M -1,506,610 Closed
9 10
11
12 13