UPBD icon

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 %
CIC
251
Cornercap Investment Counsel
Georgia
– -$444K -15,210 Closed
HWAM
252
Hennion & Walsh Asset Management
New Jersey
– -$433K -14,857 Closed
Tudor Investment Corp
253
Tudor Investment Corp
Connecticut
– -$347K -11,889 Closed
SPA
254
Sherbrooke Park Advisers
New York
– -$336K -11,510 Closed
PA
255
PharVision Advisers
Florida
– -$314K -10,754 Closed
TCM
256
Tributary Capital Management
Nebraska
– -$283K -9,700 Closed
CCIA
257
Campbell & Co Investment Adviser
Maryland
– -$250K -8,565 Closed
MNBTD
258
Moody National Bank Trust Division
Texas
– -$241K -8,274 Closed
CIM
259
Cambria Investment Management
California
– -$233K -7,990 Closed
CM
260
Crestline Management
Texas
– -$230K -7,880 Closed
FGP
261
Freestone Grove Partners
California
– -$221K -7,569 Closed
MOACM
262
Mutual of America Capital Management
New York
– -$215K -7,375 Closed
CC
263
Corton Capital
Ontario, Canada
– -$207K -7,105 Closed
PWM
264
Prentice Wealth Management
New York
– -$202K -6,922 Closed
CWA
265
Carolina Wealth Advisors
South Carolina
– -$70K -2,401 Closed
RS
266
R Squared
Hong Kong
– -$25.4K -870 Closed
Simplex Trading
267
Simplex Trading
Illinois
– -$13K -469 Closed
MCM
268
Mainstream Capital Management
California
– -$13.2K -453 Closed
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
– -$11.4K -382 Closed
CIAM
270
Caitong International Asset Management
Hong Kong
– -$7.26K -249 Closed
AEPWM
271
Atlantic Edge Private Wealth Management
Florida
– -$2.92K -100 Closed
EBA
272
Eagle Bay Advisors
New York
– -$1.69K -57 Closed
PA
273
Pineridge Advisors
Missouri
– -$532 -18 Closed
TFM
274
TFC Financial Management
Massachusetts
– -$30 -1 Closed
7 8 9 10
11