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Upbound Group
UPBD

Overview Fund Activity

253 hedge funds and large institutions have $1.33B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
44
Increased
113
Reduced
65
Closed
30
Calls
$3.79M
Puts
$2.12M
Net Calls
+$1.67M
Net Calls Change
+$444K

Top Buyers

1
IC
IEQ Capital
California
+$95.4M
2
ACL
Azora Capital LP
Florida
+$19M
3
NL
Nuveen LLC
North Carolina
+$12.9M
4
LSV Asset Management
LSV Asset Management
Illinois
+$8.84M
5
Morgan Stanley
Morgan Stanley
New York
+$6.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$20.2M
2
HCM
Huber Capital Management
California
-$9.39M
3
LMC
Lightspeed Management Company
California
-$9.2M
4
KCM
Kennedy Capital Management
Missouri
-$8.32M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$4.84K +$1.78K +71 +58%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$4.79K +$2.51K +100 +110%
S
228
SignatureFD
Georgia
$4.54K +$1.68K +67 +59%
CIAM
229
Caitong International Asset Management
Hong Kong
$4.14K +$4.14K +165 New
HWM
230
Hemington Wealth Management
Virginia
$4K +$530 +24 +15%
SS
231
SBI Securities
Japan
$3.46K -$427 -17 -11%
QL
232
Quarry LP
New York
$3.44K -$36.2K -1,443 -91%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$2.99K +$628 +25 +27%
AF
234
Allworth Financial
California
$2.71K +$1.86K +74 +218%
Walleye Trading
235
Walleye Trading
New York
$2.66K +$2.66K +106 New
PA
236
Parallel Advisors
California
$2.56K – – –
FFO
237
Fortitude Family Office
Arizona
$2.06K +$2.06K +82 New
CAL
238
Capital Advisors Ltd
Ohio
$2K +$1.37K +56 +215%
FHA
239
First Horizon Advisors
Tennessee
$1.86K +$1.86K +74 New
LFG
240
Larson Financial Group
Missouri
$1.71K +$1.71K +68 New
RIL
241
Rothschild Investment LLC
Illinois
$1.63K -$1.88K -75 -54%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$879 – – –
HNB
243
Huntington National Bank
Ohio
$753 +$527 +21 +233%
BFS
244
Bare Financial Services
Pennsylvania
$552 -$703 -28 -56%
CT
245
Clearstead Trust
Maine
$452 +$452 +18 New
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$327 +$75 +3 +30%
TPWA
247
Twin Peaks Wealth Advisors
California
$226 +$226 +10 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$176 -$981 -39 -85%
SIC
249
SJS Investment Consulting
Ohio
$151 -$126 -5 -45%
HIA
250
HFM Investment Advisors
New Jersey
$126 +$101 +4 +400%
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