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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 %
First Trust Advisors
51
First Trust Advisors
Illinois
$2.7M +$715K +28,476 +36%
American Century Companies
52
American Century Companies
Missouri
$2.69M +$437K +17,420 +19%
UBS Group
53
UBS Group
Switzerland
$2.65M -$87.5K -3,488 -3%
EGM
54
Engineers Gate Manager
New York
$2.6M +$1.85M +73,604 +246%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.48M +$216K +8,600 +10%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$2.39M +$1.98K +79 +0.1%
KCM
57
Kendall Capital Management
Maryland
$2.36M +$48.6K +1,935 +2%
Federated Hermes
58
Federated Hermes
Pennsylvania
$2.29M -$5.29M -210,857 -70%
Amundi
59
Amundi
France
$2.27M -$476K -18,098 -17%
VRS
60
Virginia Retirement Systems
Virginia
$2.19M +$959K +38,200 +78%
SBH
61
Segall Bryant & Hamill
Illinois
$2.19M -$206K -8,215 -9%
IP
62
Interval Partners
New York
$2.15M +$649K +25,869 +43%
Allianz Asset Management
63
Allianz Asset Management
Germany
$2.12M +$15.6K +621 +0.7%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.04M +$5.2K +207 +0.3%
AG
65
Algert Global
California
$2.01M -$1.86M -74,038 -48%
CEI
66
Clark Estates Inc
New York
$1.93M – – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.87M -$5.03M -200,433 -73%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.8M – – –
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.71M -$305K -12,142 -15%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$1.69M +$1.33M +52,944 +368%
Prudential Financial
71
Prudential Financial
New Jersey
$1.67M +$92.4K +2,948 +6%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$1.59M -$1.49M -59,350 -48%
SSA
73
Schonfeld Strategic Advisors
New York
$1.51M +$594K +23,658 +65%
Squarepoint
74
Squarepoint
New York
$1.46M +$1.46M +58,279 New
GCM
75
Graham Capital Management
Connecticut
$1.43M -$181K -7,214 -11%
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