274 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, 94 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:

3% more funds holding

Funds holding: 266274 (+8)

2.98% more ownership

Funds ownership: 89.34%92.32% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 96

Holders
274
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 +$30.7M
2 +$26.8M
3 +$19.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$13.4M
5
Goldman Sachs
Goldman Sachs
New York
+$13M

Top Sellers

1 -$26.2M
2 -$23.8M
3 -$19.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$14.6M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Cache Advisors
California
$204K
Mariner
202
Mariner
Kansas
$204K
SCA
203
Snowden Capital Advisors
New York
$204K
MWM
204
Mindset Wealth Management
Indiana
$201K
OAM
205
Oppenheimer Asset Management
New York
$195K
AIP
206
Ameritas Investment Partners
Nebraska
$191K
SWM
207
SeaCrest Wealth Management
New York
$179K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$142K
SOADOR
209
State of Alaska Department of Revenue
Alaska
$117K
EWA
210
EverSource Wealth Advisors
Alabama
$116K
CM
211
Capula Management
Cayman Islands
$109K
SS
212
SBI Securities
Japan
$101K
KBC Group
213
KBC Group
Belgium
$82K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$76.2K
AB
215
Amalgamated Bank
New York
$74K
US Bancorp
216
US Bancorp
Minnesota
$73.7K
IA
217
IFP Advisors
Florida
$73.6K
Canada Pension Plan Investment Board
218
Canada Pension Plan Investment Board
Ontario, Canada
$63.1K
ECM
219
EMC Capital Management
Texas
$62K
TRCT
220
Tower Research Capital (TRC)
New York
$47.3K
LI
221
LRI Investments
Florida
$46.9K
NS
222
NBC Securities
Alabama
$45.2K
SAM
223
Shell Asset Management
Netherlands
$44K
PE
224
Point72 Europe
United Kingdom
$41.6K
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$39.2K