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Upbound Group

238 hedge funds and large institutions have $1.01B invested in Upbound Group in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.14M

40% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 67

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$38M)

0.93% more ownership

Funds ownership: 95.37%96.29% (+0.93%)

0% more funds holding

Funds holding: 237238 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
238
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
94
Reduced
67
Closed
34
Calls
$3.13M
Puts
$2.14M
Net Calls
+$989K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Paladin Partners
Wisconsin
$451
ZBNA
227
Zions Bancorporation, National Association
Utah
$433 +$468 +24 New
IPS
228
Investors Portfolio Services
Washington
$346 +$390 +20 New
GWM
229
Gilpin Wealth Management
Colorado
$325 +$292 +15 +500%
TC
230
Trust Company
Kansas
$289
AW
231
Ankerstar Wealth
Texas
$271 +$156 +8 +114%
SAM
232
Smartleaf Asset Management
Massachusetts
$270 -$2.79K -143 -91%
TFA
233
Transamerica Financial Advisors
Florida
$144
SIC
234
SJS Investment Consulting
Ohio
$127 +$78 +4 +133%
KG
235
Kilter Group
New York
$55 +$58 +3 New
SRCM
236
Signature Resources Capital Management
California
$54 +$58 +3 New
DF
237
Dunhill Financial
United Kingdom
$24
KFAS
238
Keating Financial Advisory Services
Kansas
$18 +$19 +1 New
Verition Fund Management
239
Verition Fund Management
Connecticut
-$1.82M -103,873 Closed
WSL
240
Western Standard LLC
California
-$1.76M -100,000 Closed
SBH
241
Segall Bryant & Hamill
Illinois
-$1.53M -86,887 Closed
Jane Street
242
Jane Street
New York
-$1.23M -62,872 Closed
GCP
243
GSA Capital Partners
United Kingdom
-$782K -44,520 Closed
GCM
244
Graham Capital Management
Connecticut
-$649K -36,932 Closed
VA
245
Vident Advisory
Georgia
-$581K -33,108 Closed
VOYA Investment Management
246
VOYA Investment Management
Georgia
-$521K -29,675 Closed
SG Americas Securities
247
SG Americas Securities
New York
-$475K -27,031 Closed
A
248
AlphaQuest
New York
-$375K -21,362 Closed
FFG
249
Fiduciary Financial Group
California
-$313K -17,813 Closed
I
250
InceptionR
California
-$307K -17,468 Closed