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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
EB
276
Eastern Bank
Massachusetts
$1.98K
MWA
277
Medallion Wealth Advisors
Connecticut
$1.96K
GRP
278
Global Retirement Partners
California
$1.71K +$1.58K +86 New
CIA
279
Cape Investment Advisory
Georgia
$1.55K
WTC
280
WhitTier Trust Company
Nevada
$1.44K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$1.35K +$1.25K +68 New
BGAI
282
Bruce G. Allen Investments
Colorado
$1.15K +$312 +17 +41%
W
283
WealthCollab
Washington
$1.05K
Toronto Dominion Bank
284
Toronto Dominion Bank
Ontario, Canada
$991 +$917 +50 New
WA
285
WPG Advisers
Maryland
$912 +$844 +46 New
MCM
286
Manchester Capital Management
Vermont
$892 +$825 +45 New
PPC
287
Park Place Capital
Alabama
$872
QL
288
Quarry LP
New York
$813 -$20.5K -1,120 -96%
CA
289
CoreCap Advisors
Michigan
$694 +$642 +35 New
SIC
290
SJS Investment Consulting
Ohio
$694 +$642 +35 New
TPCW
291
TD Private Client Wealth
New York
$654
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$614 +$569 +31 New
BFS
293
Bare Financial Services
Pennsylvania
$535 +$495 +27 New
CMA
294
Cedar Mountain Advisors
Oregon
$456 +$422 +23 New
AW
295
Ankerstar Wealth
Texas
$436 +$403 +22 New
TM
296
Torren Management
California
$436 +$403 +22 New
SS
297
Sunbelt Securities
Texas
$416 +$385 +21 New
AAP
298
Arax Advisory Partners
Colorado
$317 -$10.6K -577 -97%
NA
299
NewEdge Advisors
Louisiana
$297
GWM
300
Gilpin Wealth Management
Colorado
$238 +$220 +12 New