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
CIA
276
Cape Investment Advisory
Georgia
$1.55K
WTC
277
WhitTier Trust Company
Nevada
$1.44K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$1.35K
BGAI
279
Bruce G. Allen Investments
Colorado
$1.15K
W
280
WealthCollab
Washington
$1.05K
Toronto Dominion Bank
281
Toronto Dominion Bank
Ontario, Canada
$991
WA
282
WPG Advisers
Maryland
$912
MCM
283
Manchester Capital Management
Vermont
$892
PPC
284
Park Place Capital
Alabama
$872
QL
285
Quarry LP
New York
$813
CA
286
CoreCap Advisors
Michigan
$694
SIC
287
SJS Investment Consulting
Ohio
$694
TPCW
288
TD Private Client Wealth
New York
$654
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$614
BFS
290
Bare Financial Services
Pennsylvania
$535
CMA
291
Cedar Mountain Advisors
Oregon
$456
AW
292
Ankerstar Wealth
Texas
$436
TM
293
Torren Management
California
$436
SS
294
Sunbelt Securities
Texas
$416
AAP
295
Arax Advisory Partners
Colorado
$317
NA
296
NewEdge Advisors
Louisiana
$297
GWM
297
Gilpin Wealth Management
Colorado
$238
KFAS
298
Keating Financial Advisory Services
Kansas
$238
AWM
299
Abound Wealth Management
Tennessee
$139
CIAM
300
Caitong International Asset Management
Hong Kong
$139