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305 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

36% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 86

18% more capital invested

Capital invested by funds: $2.27B → $2.68B (+$404M)

11.07% more ownership

Funds ownership: 92.32%103.39% (+11%)

11% more funds holding

Funds holding: 276305 (+29)

0% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $40.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
305
Holders Change
+29
Holders Change %
+10.51%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
117
Reduced
86
Closed
38
Calls
$40.9M
Puts
$40.9M
Net Calls
-$15K
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$15.6K +$550 +30 +4%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$14.7K +$734 +40 +6%
SWM
253
Spire Wealth Management
Virginia
$14.5K +$13.5K +734 New
VCM
254
Versant Capital Management
Arizona
$14.1K
EP
255
Essential Partners
California
$13K +$6.27K +342 +109%
AF
256
Allworth Financial
California
$12.6K +$4.82K +263 +71%
C
257
Covestor
United Kingdom
$11K -$3.81K -208 -29%
T. Rowe Price Investment Management
258
T. Rowe Price Investment Management
Maryland
$11K -$3.47K -189 -26%
UB
259
UMB Bank
Missouri
$10.2K +$9.45K +515 New
TCM
260
Triumph Capital Management
Colorado
$9.91K +$9.17K +500 New
MCM
261
MAI Capital Management
Ohio
$7.79K +$7.21K +393 New
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78K -$27.5K -1,500 -81%
SPIA
263
Steward Partners Investment Advisory
New York
$5.85K
RIL
264
Rothschild Investment LLC
Illinois
$5.77K +$1.58K +86 +42%
PTC
265
Private Trust Company
Ohio
$5.11K +$4.73K +258 New
HFS
266
Hantz Financial Services
Michigan
$5K +$5.08K +277 New
CMBA
267
C.M. Bidwell & Associates
Hawaii
$4.97K
TWD
268
True Wealth Design
Ohio
$4.3K +$2.2K +120 +124%
HNB
269
Huntington National Bank
Ohio
$3.96K
LFG
270
Larson Financial Group
Missouri
$3.96K
AFC
271
Ares Financial Consulting
California
$3.59K +$3.32K +181 New
BBHC
272
Brown Brothers Harriman & Co
New York
$3.35K
PWMG
273
Private Wealth Management Group
New Jersey
$3.13K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$2.77K +$990 +54 +63%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$2.46K -$29.9K -1,630 -93%