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Upwork
UPWK

Overview Fund Activity

250 hedge funds and large institutions have $1.79B invested in Upwork in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
250
Holders Change
+32
Holders Change %
+14.68%
% of All Funds
3.33%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
64
Increased
81
Reduced
77
Closed
28
Calls
$47.6M
Puts
$37.1M
Net Calls
+$10.5M
Net Calls Change
+$7.56M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$253M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.1M
3
Invesco
3
Invesco
Georgia
$28.6M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54M
5
CAM
5
Contour Asset Management
New York
$24.6M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$2.74M
2
AA
2
Ancient Art
Texas
$80.5M
3
A
3
Atomvest
Hong Kong
$5.09M
4
ICM
4
Invenomic Capital Management
Massachusetts
$20M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$57.3K 3,504 -2,610 -43%
Federated Hermes
202
Federated Hermes
Pennsylvania
$53.8K 3,289 -1,882 -36%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$34.9K 2,132 +26 +1%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$34.5K 2,113 +38 +2%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.6K 2,057 – –
NA
206
NewEdge Advisors
Louisiana
$32K 1,955 -25 -1%
TRCT
207
Tower Research Capital (TRC)
New York
$30.9K 1,890 -5,056 -73%
PA
208
Parallel Advisors
California
$27.4K 1,676 +62 +4%
PHK
209
Point72 Hong Kong
Hong Kong
$26.4K 1,617 -14,499 -90%
Citadel Advisors
210
Citadel Advisors
Florida
$26.2K 1,604 -318,821 -99%
QCG
211
Quadrant Capital Group
Ohio
$24.6K 1,505 +205 +16%
CAS
212
Coppell Advisory Solutions
Texas
$23.4K 1,411 +1,411 New
Jones Financial Companies
213
Jones Financial Companies
Missouri
$21.3K 1,300 -1,326 -50%
BIA
214
Bell Investment Advisors
California
$20.5K 1,251 +29 +2%
S
215
SignatureFD
Georgia
$19.3K 1,180 +422 +56%
CIAM
216
Caitong International Asset Management
Hong Kong
$17.9K 1,095 +1,095 New
NC
217
NewSquare Capital
Pennsylvania
$11.5K 705 – –
VCM
218
Versant Capital Management
Arizona
$11.4K 700 +639 +1,048%
FFA
219
Farther Finance Advisors
California
$8.49K 519 – –
AFG
220
Albion Financial Group
Utah
$8.18K 500 +500 New
Comerica Bank
221
Comerica Bank
Texas
$6.87K 420 +98 +30%
MCM
222
MAI Capital Management
Ohio
$5.51K 337 +337 New
CFGS
223
Concourse Financial Group Securities
Alabama
$5.15K 321 -186 -37%
C
224
Covestor
United Kingdom
$5K 293 +283 +2,830%
GI
225
GAMMA Investing
California
$4.99K 305 +167 +121%
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9
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