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Upbound Group

255 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 95 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 ownership

Funds ownership:

more funds holding

Funds holding:

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: 88 | Existing positions reduced: 95

Holders
255
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
American Century Companies
26
American Century Companies
Missouri
$8.36M
Victory Capital Management
27
Victory Capital Management
Texas
$8.01M
BCM
28
Bridgeway Capital Management
Texas
$7.78M
PAM
29
Panagora Asset Management
Massachusetts
$7.48M
Universal-Beteiligungs- und Servicegesellschaft
30
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.67M
AQR Capital Management
31
AQR Capital Management
Connecticut
$6.59M
JP Morgan Chase
32
JP Morgan Chase
New York
$6.31M
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$6.05M
Principal Financial Group
34
Principal Financial Group
Iowa
$5.95M
IIM
35
INTECH Investment Management
Florida
$5.83M
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$5.49M
TI
37
TrueMark Investments
Illinois
$4.86M
CA
38
CSM Advisors
Pennsylvania
$4.86M
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.8M
EF
40
Empowered Funds
Pennsylvania
$4.64M
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$4.44M
Marshall Wace
42
Marshall Wace
United Kingdom
$4.23M
Russell Investments Group
43
Russell Investments Group
United Kingdom
$3.76M
Raymond James Financial
44
Raymond James Financial
Florida
$3.72M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.67M
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$3.53M
AG
47
Algert Global
California
$3.53M
Legal & General Group
48
Legal & General Group
United Kingdom
$3.31M
Jane Street
49
Jane Street
New York
$3.3M
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$3.02M