302 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 116 increasing their positions, 86 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:

10% more funds holding

Funds holding: 274302 (+28)

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
302
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
$40.9M
Puts
$40.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$14.7K
SWM
252
Spire Wealth Management
Virginia
$14.5K
VCM
253
Versant Capital Management
Arizona
$14.1K
AF
254
Allworth Financial
California
$12.6K
C
255
Covestor
United Kingdom
$11K
T. Rowe Price Investment Management
256
T. Rowe Price Investment Management
Maryland
$11K
UB
257
UMB Bank
Missouri
$10.2K
TCM
258
Triumph Capital Management
Colorado
$9.91K
MCM
259
MAI Capital Management
Ohio
$7.79K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78K
SPIA
261
Steward Partners Investment Advisory
New York
$5.85K
RIL
262
Rothschild Investment LLC
Illinois
$5.77K
PTC
263
Private Trust Company
Ohio
$5.11K
HFS
264
Hantz Financial Services
Michigan
$5K
CMBA
265
C.M. Bidwell & Associates
Hawaii
$4.97K
TWD
266
True Wealth Design
Ohio
$4.3K
LFG
267
Larson Financial Group
Missouri
$3.96K
HNB
268
Huntington National Bank
Ohio
$3.96K
AFC
269
Ares Financial Consulting
California
$3.59K
BBHC
270
Brown Brothers Harriman & Co
New York
$3.35K
PWMG
271
Private Wealth Management Group
New Jersey
$3.13K
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2.77K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$2.46K
EB
274
Eastern Bank
Massachusetts
$1.98K
GRP
275
Global Retirement Partners
California
$1.71K