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Upbound Group

255 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.33B → $1.27B (-$61.3M)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.16M
Puts
$3.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
226
Main Street Group
Virginia
$5.67K
EWA
227
EverSource Wealth Advisors
Alabama
$5.1K
UB
228
UMB Bank
Missouri
$4.99K
WANY
229
Wealthspire Advisors (New York)
New York
$4.73K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$3.75K
S
231
SignatureFD
Georgia
$3.02K
HWM
232
Hemington Wealth Management
Virginia
$3K
SS
233
SBI Securities
Japan
$2.74K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.41K
PA
235
Parallel Advisors
California
$2.41K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$2.34K
CAL
237
Capital Advisors Ltd
Ohio
$2K
SHIM
238
Stone House Investment Management
Pennsylvania
$1.96K
FFO
239
Fortitude Family Office
Arizona
$1.65K
RIL
240
Rothschild Investment LLC
Illinois
$1.65K
HNB
241
Huntington National Bank
Ohio
$945
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$827
LFG
243
Larson Financial Group
Missouri
$591
BFS
244
Bare Financial Services
Pennsylvania
$520
CT
245
Clearstead Trust
Maine
$426
RFP
246
Root Financial Partners
California
$284
CMA
247
Cedar Mountain Advisors
Oregon
$213
DWM
248
Dogwood Wealth Management
Kansas
$189
BMC
249
Bear Mountain Capital
Washington
$183
NMG
250
New Millennium Group
Utah
$165