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Upbound Group
UPBD

Overview Fund Activity

253 hedge funds and large institutions have $1.33B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
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
65
Closed
30
Calls
$3.79M
Puts
$2.12M
Net Calls
+$1.67M
Net Calls Change
+$444K

Top Buyers

1
IC
IEQ Capital
California
+$95.4M
2
ACL
Azora Capital LP
Florida
+$19M
3
NL
Nuveen LLC
North Carolina
+$12.9M
4
LSV Asset Management
LSV Asset Management
Illinois
+$8.84M
5
Morgan Stanley
Morgan Stanley
New York
+$6.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$20.2M
2
HCM
Huber Capital Management
California
-$9.39M
3
LMC
Lightspeed Management Company
California
-$9.2M
4
KCM
Kennedy Capital Management
Missouri
-$8.32M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$8.67M +$3.49M +139,214 +68%
Victory Capital Management
27
Victory Capital Management
Texas
$8.27M +$1.25M +49,917 +18%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.17M +$5.35M +213,030 +189%
PAM
29
Panagora Asset Management
Massachusetts
$7.88M +$398K +15,851 +5%
Principal Financial Group
30
Principal Financial Group
Iowa
$6.41M +$1.48K +59 +0%
Universal-Beteiligungs- und Servicegesellschaft
31
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.13M +$12.4K +494 +0.2%
IIM
32
INTECH Investment Management
Florida
$5.95M +$369K +14,721 +7%
AQR Capital Management
33
AQR Capital Management
Connecticut
$5.42M +$4.21M +167,774 +348%
UBS AM
34
UBS AM
Illinois
$4.86M +$1.39M +55,229 +40%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.4M +$338K +13,455 +8%
Deutsche Bank
36
Deutsche Bank
Germany
$4.24M +$3.13M +124,891 +283%
Axa
37
Axa
France
$4.15M – – –
Citadel Advisors
38
Citadel Advisors
Florida
$4.09M +$893K +35,578 +28%
CA
39
CSM Advisors
Pennsylvania
$4.02M +$4.02M +160,189 New
Raymond James Financial
40
Raymond James Financial
Florida
$3.96M +$99.6K +3,967 +3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.93M +$189K +7,540 +5%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$3.89M -$151K -6,000 -4%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$3.61M +$626K +24,945 +21%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.56M +$90.7K +3,613 +3%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$3.56M +$532K +21,176 +18%
CSS
46
Cubist Systematic Strategies
Connecticut
$3.28M +$3.04M +121,279 +1,288%
Barclays
47
Barclays
United Kingdom
$3.16M +$104K +4,140 +3%
Ameriprise
48
Ameriprise
Minnesota
$3M +$147K +5,841 +5%
Jane Street
49
Jane Street
New York
$2.94M +$771K +30,700 +36%
IA
50
Inspire Advisors
Idaho
$2.91M +$2.91M +115,894 New
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