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Upwork
UPWK

Overview Fund Activity

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, 104 increasing their positions, 82 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-8
Holders Change %
-2.94%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
104
Reduced
82
Closed
51
Calls
$12.8M
Puts
$18.5M
Net Calls
-$5.74M
Net Calls Change
+$2.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.4M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$87.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$37M
4
Millennium Management
4
Millennium Management
New York
$25.5M
5
Jane Street
5
Jane Street
New York
$15.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$23.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$179M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$12.9M
5
PCM
5
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
276
Dark Forest Capital Management
Puerto Rico
– -$835K -63,976 Closed
BA
277
Bristlecone Advisors
Washington
– -$814K -62,405 Closed
CF
278
Corebridge Financial
Texas
– -$796K -61,027 Closed
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
– -$709K -54,365 Closed
IQI
280
Integrated Quantitative Investments
Washington
– -$686K -52,565 Closed
TGM
281
Tenzing Global Management
California
– -$653K -50,000 Closed
AIMCA
282
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$504K -38,584 Closed
HighTower Advisors
283
HighTower Advisors
Illinois
– -$405K -31,012 Closed
MFIM
284
Mesirow Financial Investment Management
Illinois
– -$347K -27,228 Closed
BC
285
Bridgefront Capital
Texas
– -$322K -24,696 Closed
OAM
286
Oxford Asset Management
United Kingdom
– -$313K -23,972 Closed
BA
287
Bridgewater Associates
Connecticut
– -$289K -22,175 Closed
JFG
288
Jefferies Financial Group
New York
– -$284K -21,760 Closed
Group One Trading
289
Group One Trading
Illinois
– -$229K -17,544 Closed
FGP
290
Freestone Grove Partners
California
– -$220K -16,866 Closed
KAS
291
Kestra Advisory Services
Texas
– -$200K -15,308 Closed
MML Investors Services
292
MML Investors Services
Massachusetts
– -$194K -14,847 Closed
PWM
293
Prosperity Wealth Management
California
– -$166K -12,750 Closed
SPA
294
Sherbrooke Park Advisers
New York
– -$166K -12,746 Closed
N
295
Numerai
California
– -$156K -11,978 Closed
MWM
296
Mindset Wealth Management
Indiana
– -$148K -11,327 Closed
State of Tennessee, Department of Treasury
297
State of Tennessee, Department of Treasury
Tennessee
– -$144K -11,022 Closed
MMA
298
Mizuho Markets Americas
New York
– -$142K -10,893 Closed
CL
299
CSS LLC
Illinois
– -$142K -10,870 Closed
AGM
300
Alpine Global Management
New York
– -$131K -10,000 Closed
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12
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