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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
GC
151
Guggenheim Capital
Illinois
$648K +$599K +32,674 New
Comerica Bank
152
Comerica Bank
Texas
$643K +$560K +30,514 +1,581%
BCI
153
Brinker Capital Investments
Pennsylvania
$641K -$45.1K -2,458 -7%
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$641K +$593K +32,346 New
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$638K +$12.8K +700 +2%
IMC Chicago
156
IMC Chicago
Illinois
$637K +$590K +32,161 New
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$623K +$81.2K +4,429 +16%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$620K +$81.4K +4,441 +17%
Citadel Advisors
159
Citadel Advisors
Florida
$617K -$14.5M -789,660 -96%
SFG
160
Synergy Financial Group
California
$608K -$6.86K -374 -1%
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$593K +$549K +29,926 New
AC
162
AlphaCore Capital
California
$586K +$543K +29,588 New
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$563K -$4.63M -252,446 -90%
AWP
164
Abacus Wealth Partners
California
$542K +$501K +27,345 New
VI
165
Versor Investments
New York
$541K +$150K +8,200 +43%
AA
166
ALPS Advisors
Colorado
$541K +$4.25K +232 +0.9%
KK
167
KLP Kapitalforvaltning
Norway
$535K +$25.7K +1,400 +5%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$516K +$72.1K +3,931 +18%
CMF
169
Counterpoint Mutual Funds
California
$507K +$469K +25,573 New
MFS
170
Mirabella Financial Services
United Kingdom
$503K +$465K +25,371 New
OQS
171
Occudo Quantitative Strategies
Florida
$478K +$442K +24,119 New
ProShare Advisors
172
ProShare Advisors
Maryland
$476K +$54.5K +2,972 +14%
OBWP
173
O'Brien Wealth Partners
Massachusetts
$467K
Raymond James Financial
174
Raymond James Financial
Florida
$449K -$24.4K -1,331 -6%
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
$440K -$1.04M -56,439 -72%