UPWK icon

Upwork
UPWK

Overview Fund Activity

272 hedge funds and large institutions have $1.53B invested in Upwork in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 46 closing their positions.

Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
73
Increased
77
Reduced
82
Closed
46
Calls
$14.8M
Puts
$22.8M
Net Calls
-$7.95M
Net Calls Change
-$18.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$69.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.3M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$29.2M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$60.8M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$13.7M

Top Sellers

1
DAM
1
Dorsey Asset Management
Illinois
$0
2
CAM
2
Contour Asset Management
New York
$0
3
AA
3
Ancient Art
Texas
$49.4M
4
TGM
4
Tenzing Global Management
California
$653K
5
ICM
5
Invenomic Capital Management
Massachusetts
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$357K 27,345 -7,505 -22%
ProShare Advisors
152
ProShare Advisors
Maryland
$352K 26,966 -8,126 -23%
MFIM
153
Mesirow Financial Investment Management
Illinois
$347K 27,228 +1,465 +6%
ACM
154
Aquatic Capital Management
Illinois
$341K 26,100 -7,239 -22%
KK
155
KLP Kapitalforvaltning
Norway
$334K 25,600 – –
US Bancorp
156
US Bancorp
Minnesota
$329K 25,216 -622 -2%
Creative Planning
157
Creative Planning
Kansas
$326K 25,009 -3,650 -13%
BC
158
Bridgefront Capital
Texas
$322K 24,696 +24,696 New
OAM
159
Oxford Asset Management
United Kingdom
$313K 23,972 +23,972 New
OBWP
160
O'Brien Wealth Partners
Massachusetts
$308K 23,571 – –
Raymond James Financial
161
Raymond James Financial
Florida
$301K 23,038 -26,598 -54%
BA
162
Bridgewater Associates
Connecticut
$289K 22,175 +22,175 New
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$288K 22,085 -961 -4%
JFG
164
Jefferies Financial Group
New York
$284K 21,760 -424 -2%
SOW
165
State of Wyoming
Wyoming
$276K 21,187 +10,665 +101%
CC
166
Centiva Capital
New York
$268K 20,568 +20,568 New
TCM
167
Teza Capital Management
Illinois
$265K 20,283 +20,283 New
GEM
168
Global Endowment Management
North Carolina
$259K 19,834 -18,957 -49%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$259K 19,832 -164,284 -89%
JAM
170
Jupiter Asset Management
United Kingdom
$241K 18,444 +18,444 New
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$233K 17,843 -1,091 -6%
Group One Trading
172
Group One Trading
Illinois
$229K 17,544 +17,544 New
FGP
173
Freestone Grove Partners
California
$220K 16,866 +16,866 New
CIP
174
Cornerstone Investment Partners
Georgia
$203K 15,524 -1,360 -8%
KAS
175
Kestra Advisory Services
Texas
$200K 15,308 +15,308 New
5 6
7
8 9