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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 %
PAM
26
Panagora Asset Management
Massachusetts
$7.14M +$2.98M +124,229 +71%
Victory Capital Management
27
Victory Capital Management
Texas
$6.7M +$290K +12,119 +5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$6.58M +$940K +39,251 +17%
Principal Financial Group
29
Principal Financial Group
Iowa
$6.12M +$413K +17,237 +7%
Universal-Beteiligungs- und Servicegesellschaft
30
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.84M +$1.57M +65,616 +37%
IIM
31
INTECH Investment Management
Florida
$5.32M +$217K +9,047 +4%
Bank of America
32
Bank of America
North Carolina
$4.94M +$1.06M +44,081 +27%
TPSF
33
Texas Permanent School Fund
Texas
$4.25M +$4.25M +213,757 New
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$4.1M +$4.1M +171,218 New
Verition Fund Management
35
Verition Fund Management
Connecticut
$4.08M -$2.5M -104,477 -38%
Axa
36
Axa
France
$3.96M +$1.08M +45,236 +38%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.88M +$974K +40,668 +34%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$3.86M -$151K -6,300 -4%
AG
39
Algert Global
California
$3.69M -$3.2M -133,484 -46%
Raymond James Financial
40
Raymond James Financial
Florida
$3.68M +$460K +19,179 +14%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.57M +$111K +4,621 +3%
UBS AM
42
UBS AM
Illinois
$3.32M -$37.4K -1,562 -1%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.32M -$1.97K -82 -0.1%
Millennium Management
44
Millennium Management
New York
$3.27M +$2.18M +90,801 +198%
Citadel Advisors
45
Citadel Advisors
Florida
$3.05M +$2.3M +96,025 +307%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$2.94M -$16.5M -688,852 -85%
Barclays
47
Barclays
United Kingdom
$2.92M -$5.8M -242,086 -67%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$2.89M +$68.6K +2,863 +2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$2.85M -$1.19M -49,634 -29%
Ameriprise
50
Ameriprise
Minnesota
$2.72M -$117K -4,897 -4%
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