291 hedge funds and large institutions have $1.48B invested in Upwork in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $23.9M

45% less capital invested

Capital invested by funds: $2.68B → $1.48B (-$1.19B)

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.9M
Puts
$23.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Triumph Capital Management
Colorado
$5.48K
AF
252
Allworth Financial
California
$5.22K
SAM
253
Smartleaf Asset Management
Massachusetts
$4.15K
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.75K
PTC
255
Private Trust Company
Ohio
$3.65K
SPIA
256
Steward Partners Investment Advisory
New York
$3.23K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$2.9K
UB
258
UMB Bank
Missouri
$2.74K
SL
259
Salomon & Ludwin
Virginia
$2.72K
ASN
260
Advisory Services Network
Georgia
$2.63K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$2.3K
HNB
262
Huntington National Bank
Ohio
$2.19K
LFG
263
Larson Financial Group
Missouri
$2.19K
AFC
264
Ares Financial Consulting
California
$2.02K
MCM
265
MAI Capital Management
Ohio
$1.91K
BBHC
266
Brown Brothers Harriman & Co
New York
$1.85K
RIL
267
Rothschild Investment LLC
Illinois
$1.79K
WTC
268
WhitTier Trust Company
Nevada
$1.77K
RF
269
Rossby Financial
Florida
$1.72K
PWMG
270
Private Wealth Management Group
New Jersey
$1.63K
TWD
271
True Wealth Design
Ohio
$1.49K
EB
272
Eastern Bank
Massachusetts
$1.1K
CCWM
273
Cassaday & Co Wealth Management
Virginia
$1.1K
WSFS
274
Wilmington Savings Fund Society
Delaware
$1.1K
MWA
275
Medallion Wealth Advisors
Connecticut
$1.08K