Upbound Group
UPBD
255 hedge funds and large institutions have $1.33B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 31 closing their positions.
79% more call options, than puts
Call options by funds: $3.79M | Put options by funds: $2.12M
75% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 65
45% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 31
15% more capital invested
Capital invested by funds: $1.15B → $1.33B (+$174M)
7.58% more ownership
Funds ownership: 83.68% → 91.26% (+7.6%)
5% more funds holding
Funds holding: 243 → 255 (+12)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$88.8M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$17.6M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$12M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$8.23M |
| 5 |
Morgan Stanley
New York
|
+$6.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$18.8M |
| 2 |
LMC
Lightspeed Management Company
Menlo Park,
California
|
-$9.2M |
| 3 |
HCM
Huber Capital Management
El Segundo,
California
|
-$8.74M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$7.75M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.93M |
UPBD Hedge Fund Activity: Q2 2025 in Review
255 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2025, worth a combined $1.33B — up 15% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UPBD positions and 31 closed out — a net gain of 14 holders — while 114 added to existing stakes and 65 trimmed.
The largest buyer was IEQ Capital, adding an estimated $88.8M. The largest seller was BlackRock, cutting an estimated $18.8M.
- 255 institutional investors held Upbound Group (UPBD) as of Q2 2025, up from 243 in Q1 2025.
- Funds reported $1.33B of Upbound Group stock for Q2 2025, up 15% quarter-over-quarter.
- 45 funds opened new Upbound Group positions in Q2 2025 and 31 closed out, a net change of +14 holders.
- The largest Upbound Group buyer in Q2 2025 was IEQ Capital, an estimated $88.8M added.
- The largest Upbound Group seller in Q2 2025 was BlackRock, an estimated $18.8M sold.
Based on aggregated 13F filings for Q2 2025.