265 hedge funds and large institutions have $1.58B invested in Upwork in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% less funds holding

Funds holding: 274265 (-9)

12% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 52

31% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $18.5M

Holders
265
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
$12.8M
Puts
$18.5M
Net Calls
Net Calls Change

Top Buyers

1 +$21.8M
2 +$15.9M
3 +$15.6M
4
Millennium Management
Millennium Management
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Private Wealth Management Group
New Jersey
$2.12K
C
252
Covestor
United Kingdom
$2K
SAM
253
Smartleaf Asset Management
Massachusetts
$1.95K
CA
254
Clearstead Advisors
Ohio
$1.72K
EB
255
Eastern Bank
Massachusetts
$1.34K
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$1.16K
AF
257
Allworth Financial
California
$1.14K
CIA
258
Cape Investment Advisory
Georgia
$1.05K
WTC
259
WhitTier Trust Company
Nevada
$954
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$941
PSFG
261
Park Square Financial Group
Georgia
$712
BIG
262
Brooklyn Investment Group
New York
$619
PPC
263
Park Place Capital
Alabama
$595
PFBT
264
Parkside Financial Bank & Trust
Missouri
$532
AWM
265
Accredited Wealth Management
Kentucky
$336
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$241
PCM
267
Portolan Capital Management
Massachusetts
ICM
268
Invenomic Capital Management
Massachusetts
Point72 Asset Management
269
Point72 Asset Management
Connecticut
JF
270
Jump Financial
Illinois
RAM
271
RedJay Asset Management
Ontario, Canada
AACP
272
Advantage Alpha Capital Partners
California
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
SFI
274
Susquehanna Fundamental Investments
Pennsylvania
NCFG
275
New Century Financial Group
New Jersey