268 hedge funds and large institutions have $2.26B invested in Upwork in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 95 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 264268 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 95

Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$38.1M
2 +$33.4M
3 +$24.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$16.7M
5
Goldman Sachs
Goldman Sachs
New York
+$16.2M

Top Sellers

1 -$33.9M
2 -$29.7M
3 -$24.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$18.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mindset Wealth Management
Indiana
$201K
OAM
202
Oppenheimer Asset Management
New York
$195K
AIP
203
Ameritas Investment Partners
Nebraska
$191K
SWM
204
SeaCrest Wealth Management
New York
$179K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$142K
SOADOR
206
State of Alaska Department of Revenue
Alaska
$117K
EWA
207
EverSource Wealth Advisors
Alabama
$116K
CM
208
Capula Management
Cayman Islands
$109K
SS
209
SBI Securities
Japan
$101K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$76.2K
AB
211
Amalgamated Bank
New York
$74K
US Bancorp
212
US Bancorp
Minnesota
$73.7K
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
$63.1K
ECM
214
EMC Capital Management
Texas
$62K
TRCT
215
Tower Research Capital (TRC)
New York
$47.3K
LI
216
LRI Investments
Florida
$46.9K
NS
217
NBC Securities
Alabama
$45.2K
SAM
218
Shell Asset Management
Netherlands
$44K
PE
219
Point72 Europe
United Kingdom
$41.6K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$39.2K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$37.4K
Comerica Bank
222
Comerica Bank
Texas
$35.8K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$32.6K
FMP
225
Financial Management Professionals
Texas
$29.3K