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Upbound Group

243 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $953K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 77

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

1% more funds holding

Funds holding: 240243 (+3)

1.61% less ownership

Funds ownership: 85.29%83.68% (-1.6%)

15% less capital invested

Capital invested by funds: $1.36B → $1.15B (-$210M)

Holders
243
Holders Change
+3
Holders Change %
+1.25%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
104
Reduced
77
Closed
33
Calls
$2.18M
Puts
$953K
Net Calls
+$1.23M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.61M -$241K -8,784 -7%
Amundi
52
Amundi
France
$2.29M +$1.33M +48,347 +86%
SBH
53
Segall Bryant & Hamill
Illinois
$2.29M -$65K -2,368 -2%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$2.28M +$1.02M +37,010 +64%
LCM
55
Landscape Capital Management
New Jersey
$2.24M +$2.56M +93,320 New
KCM
56
Kendall Capital Management
Maryland
$2.2M +$303K +11,045 +14%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.16M -$27.5K -1,000 -1%
American Century Companies
58
American Century Companies
Missouri
$2.15M +$1.57M +57,045 +174%
Jane Street
59
Jane Street
New York
$2.07M +$1.76M +64,073 +286%
Allianz Asset Management
60
Allianz Asset Management
Germany
$2.01M -$665K -24,222 -22%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$1.95M +$6.37K +232 +0.3%
Citigroup
62
Citigroup
New York
$1.94M -$274K -9,977 -11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.93M +$678K +24,691 +44%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$1.91M -$1.87M -68,208 -46%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.9M +$230K +8,357 +12%
Norges Bank
66
Norges Bank
Norway
$1.87M -$1.94M -70,484 -48%
CEI
67
Clark Estates Inc
New York
$1.84M +$2.11M +77,000 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.71M -$2.92M -106,490 -60%
Prudential Financial
69
Prudential Financial
New Jersey
$1.6M +$3.85K +140 +0.3%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$1.55M +$11.1K +404 +0.6%
Renaissance Technologies
71
Renaissance Technologies
New York
$1.55M -$456K -16,600 -20%
GCM
72
Graham Capital Management
Connecticut
$1.54M +$596K +21,694 +51%
IP
73
Interval Partners
New York
$1.43M -$164K -5,987 -9%
QT
74
Quantbot Technologies
New York
$1.35M +$988K +35,962 +176%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$1.3M +$893K +32,533 +149%

UPBD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2025, worth a combined $1.15B — down 15% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UPBD positions and 33 closed out — a net gain of 4 holders — while 104 added to existing stakes and 77 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $15.6M. The largest seller was Arrowstreet Capital, cutting an estimated $18.9M.

  • 243 institutional investors held Upbound Group (UPBD) as of Q1 2025, up from 240 in Q4 2024.
  • Funds reported $1.15B of Upbound Group stock for Q1 2025, down 15% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q1 2025 and 33 closed out, a net change of +4 holders.
  • The largest Upbound Group buyer in Q1 2025 was Kennedy Capital Management, an estimated $15.6M added.
  • The largest Upbound Group seller in Q1 2025 was Arrowstreet Capital, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2025.