300 hedge funds and large institutions have $2.67B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

9% more funds holding

Funds holding: 274300 (+26)

6% less call options, than puts

Call options by funds: $37.7M | Put options by funds: $39.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.7M
Puts
$39.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
251
Versant Capital Management
Arizona
$14.1K
AF
252
Allworth Financial
California
$12.6K
C
253
Covestor
United Kingdom
$11K
T. Rowe Price Investment Management
254
T. Rowe Price Investment Management
Maryland
$11K
UB
255
UMB Bank
Missouri
$10.2K
TCM
256
Triumph Capital Management
Colorado
$9.91K
MCM
257
MAI Capital Management
Ohio
$7.79K
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78K
CIAM
259
Caitong International Asset Management
Hong Kong
$6.04K
SPIA
260
Steward Partners Investment Advisory
New York
$5.85K
RIL
261
Rothschild Investment LLC
Illinois
$5.77K
PTC
262
Private Trust Company
Ohio
$5.11K
HFS
263
Hantz Financial Services
Michigan
$5K
CMBA
264
C.M. Bidwell & Associates
Hawaii
$4.97K
TWD
265
True Wealth Design
Ohio
$4.3K
LFG
266
Larson Financial Group
Missouri
$3.96K
HNB
267
Huntington National Bank
Ohio
$3.96K
AFC
268
Ares Financial Consulting
California
$3.59K
BBHC
269
Brown Brothers Harriman & Co
New York
$3.35K
PWMG
270
Private Wealth Management Group
New Jersey
$3.13K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$2.77K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$2.46K
EB
273
Eastern Bank
Massachusetts
$1.98K
GRP
274
Global Retirement Partners
California
$1.71K
CIA
275
Cape Investment Advisory
Georgia
$1.55K