264 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, 103 increasing their positions, 83 reducing their positions, and 51 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:

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

3% less funds holding

Funds holding: 272264 (-8)

31% less call options, than puts

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

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