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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$2.68M +$47.2K +2,423 +2%
N
52
Nuveen
North Carolina
$2.68M -$7.14M -366,431 -71%
Squarepoint
53
Squarepoint
New York
$2.67M +$605K +31,041 +27%
IA
54
Inspire Advisors
Idaho
$2.65M +$263K +13,508 +10%
SC
55
Sepio Capital
Utah
$2.61M -$72.1K -3,700 -2%
UBS AM
56
UBS AM
Illinois
$2.3M +$23.9K +1,229 +1%
LCM
57
Landscape Capital Management
New Jersey
$2.29M +$2.01M +103,276 +434%
Legal & General Group
58
Legal & General Group
United Kingdom
$2.29M -$190K -9,747 -7%
Lido Advisors
59
Lido Advisors
California
$2.25M -$3.55M -182,205 -59%
Allianz Asset Management
60
Allianz Asset Management
Germany
$2.19M +$2.37M +121,533 New
MVP
61
Miller Value Partners
Florida
$2.17M +$974K +50,000 +71%
SPS
62
Susquehanna Portfolio Strategies
Pennsylvania
$2.14M +$2.31M +118,502 New
Raymond James Financial
63
Raymond James Financial
Florida
$2.08M +$198K +10,139 +10%
CEI
64
Clark Estates Inc
New York
$2.04M
VGA
65
Vanguard Global Advisers
Pennsylvania
$1.98M +$2.13M +109,422 New
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.86M
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$1.85M +$5.26K +270 +0.3%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$1.79M -$389K -19,955 -17%
Creative Planning
69
Creative Planning
Kansas
$1.74M +$790K +40,529 +73%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.47M -$4.19M -215,257 -73%
RFG
71
Range Financial Group
Oregon
$1.46M +$99.7K +5,117 +7%
BFG
72
Beacon Financial Group
Texas
$1.37M +$1.44K +74 +0.1%
JP Morgan Chase
73
JP Morgan Chase
New York
$1.34M -$465K -23,839 -24%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.31M +$246K +12,603 +21%
KCM
75
Kendall Capital Management
Maryland
$1.28M +$114K +5,835 +9%