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Upbound Group

238 hedge funds and large institutions have $1.01B invested in Upbound Group in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.14M

40% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 67

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$38M)

0.93% more ownership

Funds ownership: 95.37%96.29% (+0.93%)

0% more funds holding

Funds holding: 237238 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
238
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
94
Reduced
67
Closed
34
Calls
$3.13M
Puts
$2.14M
Net Calls
+$989K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$6.19M +$1.45M +74,544 +28%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.49M +$1.08M +55,199 +22%
AQR Capital Management
28
AQR Capital Management
Connecticut
$5.19M -$898K -46,101 -14%
CA
29
CSM Advisors
Pennsylvania
$5.16M +$662K +33,993 +13%
TI
30
Trexquant Investment
Connecticut
$4.95M +$3.83M +196,658 +253%
PCM
31
Peregrine Capital Management
Minnesota
$4.93M +$5.33M +273,370 New
AAM
32
Advisors Asset Management
Colorado
$4.76M +$1.98M +101,605 +63%
Universal-Beteiligungs- und Servicegesellschaft
33
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.67M -$458K -23,505 -8%
PAM
34
Panagora Asset Management
Massachusetts
$4.55M -$1.49M -76,539 -23%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$4.43M -$5.95M -305,183 -55%
SEI Investments
36
SEI Investments
Pennsylvania
$4.42M +$3.4M +174,682 +249%
EF
37
Empowered Funds
Pennsylvania
$4.35M +$504K +25,875 +12%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.18M -$1.38M -70,569 -23%
UBS Group
39
UBS Group
Switzerland
$3.98M +$2.79M +143,240 +186%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.55M +$1.4M +71,598 +57%
Bank of America
41
Bank of America
North Carolina
$3.52M +$366K +18,758 +11%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.36M +$113K +5,820 +3%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$3.3M -$5.02M -257,682 -59%
IIM
44
INTECH Investment Management
Florida
$3.24M +$190K +9,769 +6%
Millennium Management
45
Millennium Management
New York
$3.24M -$4.13M -212,181 -54%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$3.13M +$3.38M +173,582 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$3.08M +$169K +8,654 +5%
Citadel Advisors
48
Citadel Advisors
Florida
$2.81M -$2.71M -139,200 -47%
YIH
49
Y-Intercept (HK)
Hong Kong
$2.71M +$1.05M +53,918 +56%
Ameriprise
50
Ameriprise
Minnesota
$2.7M +$1.09M +56,145 +60%