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Upbound Group

255 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.33B → $1.27B (-$61.3M)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.16M
Puts
$3.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAU
76
Caxton Associates (UK)
$1.47M
Verition Fund Management
77
Verition Fund Management
Connecticut
$1.45M
AAM
78
Advisors Asset Management
Colorado
$1.39M
YIH
79
Y-Intercept (HK)
Hong Kong
$1.39M
BBVA
80
Banco Bilbao Vizcaya Argentaria
Spain
$1.38M
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$1.36M
Franklin Resources
82
Franklin Resources
California
$1.34M
Prudential Financial
83
Prudential Financial
New Jersey
$1.32M
Canada Life
84
Canada Life
Manitoba, Canada
$1.25M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.15M
NCFG
86
New Century Financial Group
New Jersey
$1.11M
Wells Fargo
87
Wells Fargo
California
$1.08M
LPL Financial
88
LPL Financial
California
$1.08M
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.07M
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.05M
TI
91
Tidal Investments
Wisconsin
$1.03M
SGI
92
Summit Global Investments
Utah
$975K
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$975K
Deutsche Bank
94
Deutsche Bank
Germany
$969K
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$888K
SEI Investments
96
SEI Investments
Pennsylvania
$888K
MCM
97
Mork Capital Management
California
$808K
IP
98
Interval Partners
New York
$786K
MIM
99
MetLife Investment Management
New Jersey
$763K
VOYA Investment Management
100
VOYA Investment Management
Georgia
$699K