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Upbound Group
UPBD

Overview Fund Activity

242 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
74
Closed
33
Calls
$2.18M
Puts
$953K
Net Calls
+$1.23M
Net Calls Change
-$807K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$13.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.3M
3
LMC
Lightspeed Management Company
California
+$9.2M
4
BFA
Bragg Financial Advisors
North Carolina
+$7.62M
5
Marshall Wace
Marshall Wace
United Kingdom
+$7.28M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.5M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$11.4M
3
Barclays
Barclays
United Kingdom
-$5.8M
4
CSS
Cubist Systematic Strategies
Connecticut
-$4.36M
5
AG
Algert Global
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$1.1K -$48 -2 -4%
CAL
227
Capital Advisors Ltd
Ohio
$1K – – –
AAP
228
Arax Advisory Partners
Colorado
$887 +$48 +2 +6%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$839 – – –
SC
230
Stephens Consulting
Michigan
$719 +$719 +30 New
AF
231
Allworth Financial
California
$705 -$207 -10 -23%
TWD
232
True Wealth Design
Ohio
$432 +$432 +18 New
SIC
233
SJS Investment Consulting
Ohio
$264 -$24 -1 -8%
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$240 -$48 -2 -17%
HNB
235
Huntington National Bank
Ohio
$216 +$216 +9 New
GFPC
236
Global Financial Private Client
Florida
$120 +$24 +1 +25%
WCM
237
WealthTrak Capital Management
Virginia
$120 +$120 +5 New
LC
238
Lindbrook Capital
California
$72 +$72 +3 New
PWM
239
Parkworth Wealth Management
California
$48 – – –
HIA
240
HFM Investment Advisors
New Jersey
$24 +$24 +1 New
BHWM
241
Bay Harbor Wealth Management
Maryland
$23 +$23 +1 New
PFMOSF
242
Philadelphia Financial Management of San Francisco
California
– -$11.4M -390,738 Closed
Norges Bank
243
Norges Bank
Norway
– -$4.33M -148,384 Closed
BPC
244
Bryce Point Capital
New York
– -$1.97M -67,428 Closed
EP
245
Edgestream Partners
New Jersey
– -$1.86M -63,841 Closed
SAM
246
Secure Asset Management
Michigan
– -$1.66M -56,832 Closed
JCIA
247
Jackson Creek Investment Advisors
Colorado
– -$1.05M -35,892 Closed
YIH
248
Y-Intercept (HK)
Hong Kong
– -$834K -28,577 Closed
XT
249
XTX Topco
Cayman Islands
– -$574K -19,685 Closed
VA
250
Vident Advisory
Georgia
– -$480K -16,444 Closed
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