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305 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

36% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 86

18% more capital invested

Capital invested by funds: $2.27B → $2.68B (+$404M)

11.07% more ownership

Funds ownership: 92.32%103.39% (+11%)

11% more funds holding

Funds holding: 276305 (+29)

0% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $40.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
305
Holders Change
+29
Holders Change %
+10.51%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
117
Reduced
86
Closed
38
Calls
$40.9M
Puts
$40.9M
Net Calls
-$15K
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$262K -$5.37M -292,718 -96%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$254K +$172K +9,400 +276%
CM
203
Caption Management
Oklahoma
$250K -$19.7K -1,074 -8%
OAM
204
Oppenheimer Asset Management
New York
$249K +$38.5K +2,100 +20%
EI
205
Ethic Inc
New York
$244K -$20.7K -1,127 -8%
NAMI
206
Nomura Asset Management International
Pennsylvania
$235K +$218K +11,874 New
SSA
207
Schonfeld Strategic Advisors
New York
$234K -$3.14M -171,125 -94%
LIP
208
Lighthouse Investment Partners
Florida
$227K +$210K +11,435 New
AHL
209
Abel Hall LLC
Louisiana
$210K +$195K +10,612 New
MWM
210
Maridea Wealth Management
New York
$207K +$192K +10,469 New
SCA
211
Snowden Capital Advisors
New York
$205K -$11.8K -646 -6%
AIP
212
Ameritas Investment Partners
Nebraska
$204K
M1FG
213
Mach-1 Financial Group
Arkansas
$202K +$187K +10,187 New
SWM
214
SeaCrest Wealth Management
New York
$201K -$6.47K -353 -4%
Vontobel Holding
215
Vontobel Holding
Switzerland
$201K +$186K +10,151 New
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$201K -$9.5M -518,181 -98%
SA
217
Sanctuary Advisors
Indiana
$200K +$185K +10,083 New
William Blair & Company
218
William Blair & Company
Illinois
$199K +$184K +10,030 New
NS
219
NBC Securities
Alabama
$183K +$124K +6,780 +279%
LSA
220
Leonteq Securities AG
Switzerland
$179K +$135K +7,348 +442%
EWA
221
EverSource Wealth Advisors
Alabama
$159K +$32.5K +1,771 +28%
Osaic Holdings
222
Osaic Holdings
Arizona
$145K -$1.13M -61,485 -89%
TRCT
223
Tower Research Capital (TRC)
New York
$128K +$71.3K +3,889 +153%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$112K +$28K +1,527 +37%
QT
225
Quantbot Technologies
New York
$94.6K -$606K -33,061 -87%