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Upbound Group

258 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 96 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 funds holding

Funds holding:

more ownership

Funds ownership:

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: 89 | Existing positions reduced: 96

Holders
258
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
IA
226
IFP Advisors
Florida
$6.38K
PWAM
227
Private Wealth Asset Management
Iowa
$6.36K
MSG
228
Main Street Group
Virginia
$5.67K
AF
229
Allworth Financial
California
$5.13K
EWA
230
EverSource Wealth Advisors
Alabama
$5.1K
UB
231
UMB Bank
Missouri
$4.99K
WANY
232
Wealthspire Advisors (New York)
New York
$4.73K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$3.75K
S
234
SignatureFD
Georgia
$3.02K
HWM
235
Hemington Wealth Management
Virginia
$3K
SS
236
SBI Securities
Japan
$2.74K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2.41K
PA
238
Parallel Advisors
California
$2.41K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$2.34K
CAL
240
Capital Advisors Ltd
Ohio
$2K
SHIM
241
Stone House Investment Management
Pennsylvania
$1.96K
FFO
242
Fortitude Family Office
Arizona
$1.65K
RIL
243
Rothschild Investment LLC
Illinois
$1.65K
HNB
244
Huntington National Bank
Ohio
$945
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$827
LFG
246
Larson Financial Group
Missouri
$591
BFS
247
Bare Financial Services
Pennsylvania
$520
CT
248
Clearstead Trust
Maine
$426
RFP
249
Root Financial Partners
California
$284
CMA
250
Cedar Mountain Advisors
Oregon
$213