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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.

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

Top Sellers

1
DAM
Dorsey Asset Management
Illinois
$0
2
CAM
Contour Asset Management
New York
$0
3
AA
Ancient Art
Texas
$49.4M
4
TGM
Tenzing Global Management
California
$653K
5
ICM
Invenomic Capital Management
Massachusetts
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Shell Asset Management
Netherlands
$95K -$4.14K -318 -4%
KBC Group
202
KBC Group
Belgium
$87K – – –
A
203
AlphaQuest
New York
$71.7K -$37.4K -2,866 -34%
FMP
204
Financial Management Professionals
Texas
$71.3K -$6.09K -467 -8%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$69.7K +$52.5K +3,978 +306%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$69K -$12.5K -961 -15%
HI
207
Harbour Investments
Wisconsin
$59.4K -$11.2K -858 -16%
AB
208
Amalgamated Bank
New York
$58K +$197 +15 +0.3%
IA
209
IFP Advisors
Florida
$52K +$50.6K +3,877 +3,493%
Canada Pension Plan Investment Board
210
Canada Pension Plan Investment Board
Ontario, Canada
$49.6K – – –
SS
211
SBI Securities
Japan
$49K -$17.9K -1,368 -27%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$1.31K +100 +5%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$27.6K – – –
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$27.5K -$339 -26 -1%
NA
215
NewEdge Advisors
Louisiana
$25.5K – – –
Comerica Bank
216
Comerica Bank
Texas
$23K +$17.6K +1,346 +320%
ACM
217
Aster Capital Management
United Arab Emirates
$22.1K +$22.1K +1,387 New
PA
218
Parallel Advisors
California
$18.8K -$3.12K -239 -14%
CCM
219
Coldstream Capital Management
Washington
$18K +$18K +1,381 New
PEAK6
220
PEAK6
Illinois
$17.7K +$17.7K +1,355 New
QL
221
Quarry LP
New York
$17K -$51.3K -3,929 -75%
BIA
222
Bell Investment Advisors
California
$16.7K +$418 +32 +3%
QCG
223
Quadrant Capital Group
Ohio
$16.4K -$3.26K -250 -17%
SW
224
SVB Wealth
Massachusetts
$16.2K +$16.2K +1,239 New
TRCT
225
Tower Research Capital (TRC)
New York
$12.7K -$11.9K -915 -48%
7 8
9
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