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
PCFFS
276
Pacific Center for Financial Services
California
$1.05K
BGAI
277
Bruce G. Allen Investments
Colorado
$789
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$745
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$548
WA
280
WPG Advisers
Maryland
$504
MCM
281
Manchester Capital Management
Vermont
$494
PPC
282
Park Place Capital
Alabama
$482
RFP
283
Root Financial Partners
California
$449
CA
284
CoreCap Advisors
Michigan
$384
HI
285
Harbour Investments
Wisconsin
$285
TM
286
Torren Management
California
$241
SIC
287
SJS Investment Consulting
Ohio
$132
AWM
288
Abound Wealth Management
Tennessee
$77
HFS
289
Hughes Financial Services
Virginia
$66
DF
290
Dunhill Financial
United Kingdom
$25
GIA
291
GHP Investment Advisors
Colorado
$22
SPPAM
292
Summit Partners Public Asset Management
Massachusetts
Baillie Gifford & Co
293
Baillie Gifford & Co
United Kingdom
JGC
294
J. Goldman & Co
New York
BA
295
Bridgewater Associates
Connecticut
DB
296
Danske Bank
Denmark
GC
297
Globeflex Capital
California
BC
298
Burney Company
Virginia
Group One Trading
299
Group One Trading
Illinois
PAMP
300
Polar Asset Management Partners
Ontario, Canada