UPBD icon

Upbound Group
UPBD

Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
3.38%
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
64
Closed
29
Calls
$3.04M
Puts
$1.32M
Net Calls
+$1.72M
Net Calls Change
+$497K

Top Buyers

1
IC
1
IEQ Capital
California
$114M
2
ACL
2
Azora Capital LP
Florida
$19M
3
NL
3
Nuveen LLC
North Carolina
$23.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$51.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$205M
2
HCM
2
Huber Capital Management
California
$14.4M
3
KCM
3
Kennedy Capital Management
Missouri
$14.7M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$8.67M 345,438 +139,214 +68%
Victory Capital Management
27
Victory Capital Management
Texas
$8.27M 329,654 +49,917 +18%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.17M 325,554 +213,030 +189%
PAM
29
Panagora Asset Management
Massachusetts
$7.88M 313,854 +15,851 +5%
Principal Financial Group
30
Principal Financial Group
Iowa
$6.41M 255,303 +59 +0%
Universal-Beteiligungs- und Servicegesellschaft
31
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.13M 244,409 +494 +0.2%
IIM
32
INTECH Investment Management
Florida
$5.95M 236,966 +14,721 +7%
AQR Capital Management
33
AQR Capital Management
Connecticut
$5.42M 216,050 +167,774 +348%
UBS AM
34
UBS AM
Illinois
$4.86M 193,818 +55,229 +40%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.4M 175,462 +13,455 +8%
Deutsche Bank
36
Deutsche Bank
Germany
$4.24M 169,063 +124,891 +283%
Axa
37
Axa
France
$4.15M 165,161 – –
Citadel Advisors
38
Citadel Advisors
Florida
$4.09M 162,898 +35,578 +28%
CA
39
CSM Advisors
Pennsylvania
$4.02M 160,189 +160,189 New
Raymond James Financial
40
Raymond James Financial
Florida
$3.96M 157,605 +3,967 +3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.93M 156,461 +7,540 +5%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$3.89M 155,097 -6,000 -4%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$3.61M 143,757 +24,945 +21%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.56M 141,978 +3,613 +3%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$3.56M 141,810 +21,176 +18%
CSS
46
Cubist Systematic Strategies
Connecticut
$3.28M 130,692 +121,279 +1,288%
Barclays
47
Barclays
United Kingdom
$3.16M 125,824 +4,140 +3%
Ameriprise
48
Ameriprise
Minnesota
$3M 119,546 +5,841 +5%
Jane Street
49
Jane Street
New York
$2.94M 117,150 +30,700 +36%
IA
50
Inspire Advisors
Idaho
$2.91M 115,894 +115,894 New
1
2
3 4 5