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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 %
PWM
251
Parkworth Wealth Management
California
$50 – – –
BHWM
252
Bay Harbor Wealth Management
Maryland
$50 +$25 +1 +100%
RWM
253
Rialto Wealth Management
New York
$26 +$26 +1 New
GRP
254
Global Retirement Partners
California
$2 – – –
LMC
255
Lightspeed Management Company
California
– -$9.2M -384,160 Closed
Balyasny Asset Management
256
Balyasny Asset Management
Illinois
– -$4.1M -171,218 Closed
LCM
257
Landscape Capital Management
New Jersey
– -$2.24M -93,320 Closed
Voloridge Investment Management
258
Voloridge Investment Management
Florida
– -$1.91M -79,685 Closed
Natixis Advisors
259
Natixis Advisors
Massachusetts
– -$1.55M -64,686 Closed
CAM
260
Cresset Asset Management
Illinois
– -$1.05M -43,726 Closed
AIMCA
261
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$805K -33,600 Closed
TC
262
TwinBeech Capital
New York
– -$712K -29,707 Closed
CF
263
Corebridge Financial
Texas
– -$669K -27,936 Closed
SCM
264
Semanteon Capital Management
Massachusetts
– -$619K -25,850 Closed
CC
265
Centiva Capital
New York
– -$555K -23,170 Closed
PTC
266
Petrus Trust Company
Texas
– -$466K -19,454 Closed
KWM
267
Kingsview Wealth Management
Oregon
– -$366K -15,271 Closed
EMPI
268
Elo Mutual Pension Insurance
Finland
– -$286K -11,934 Closed
CWM
269
CIBC World Markets
New York
– -$285K -11,906 Closed
ETC
270
Exchange Traded Concepts
Oklahoma
– -$242K -10,109 Closed
Walleye Capital
271
Walleye Capital
New York
– -$235K -9,819 Closed
DTL
272
Dynamic Technology Lab
Singapore
– -$231K -9,639 Closed
BC
273
Bridgefront Capital
Texas
– -$214K -8,933 Closed
BAM
274
Blueshift Asset Management
New Jersey
– -$204K -8,501 Closed
MM
275
MQS Management
New York
– -$202K -8,426 Closed
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