271 hedge funds and large institutions have $2.27B invested in Upwork in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 96 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 funds holding in top 10

Funds holding in top 10:

2.68% more ownership

Funds ownership: 89.33%92.01% (+2.7%)

2% more funds holding

Funds holding: 265271 (+6)

4% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 96

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Mariner
201
Mariner
Kansas
$204K
SCA
202
Snowden Capital Advisors
New York
$204K
MWM
203
Mindset Wealth Management
Indiana
$201K
OAM
204
Oppenheimer Asset Management
New York
$195K
AIP
205
Ameritas Investment Partners
Nebraska
$191K
SWM
206
SeaCrest Wealth Management
New York
$179K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$142K
SOADOR
208
State of Alaska Department of Revenue
Alaska
$117K
EWA
209
EverSource Wealth Advisors
Alabama
$116K
CM
210
Capula Management
Cayman Islands
$109K
SS
211
SBI Securities
Japan
$101K
IA
212
IFP Advisors
Florida
$78.2K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$76.2K
AB
214
Amalgamated Bank
New York
$74K
US Bancorp
215
US Bancorp
Minnesota
$73.7K
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$63.1K
ECM
217
EMC Capital Management
Texas
$62K
TRCT
218
Tower Research Capital (TRC)
New York
$47.3K
LI
219
LRI Investments
Florida
$46.9K
NS
220
NBC Securities
Alabama
$45.2K
SAM
221
Shell Asset Management
Netherlands
$44K
PE
222
Point72 Europe
United Kingdom
$41.6K
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$39.2K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$37.4K
Comerica Bank
225
Comerica Bank
Texas
$35.8K