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Upbound Group
UPBD

Overview Fund Activity

242 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
74
Closed
33
Calls
$2.18M
Puts
$953K
Net Calls
+$1.23M
Net Calls Change
-$807K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$13.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.3M
3
LMC
Lightspeed Management Company
California
+$9.2M
4
BFA
Bragg Financial Advisors
North Carolina
+$7.62M
5
Marshall Wace
Marshall Wace
United Kingdom
+$7.28M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.5M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$11.4M
3
Barclays
Barclays
United Kingdom
-$5.8M
4
CSS
Cubist Systematic Strategies
Connecticut
-$4.36M
5
AG
Algert Global
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
76
Virginia Retirement Systems
Virginia
$1.18M +$1.18M +49,200 New
Canada Life
77
Canada Life
Manitoba, Canada
$1.17M +$21.7K +904 +2%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.16M -$466K -19,439 -29%
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.16M +$159K +6,623 +16%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$1.13M +$117K +4,895 +12%
SG Americas Securities
81
SG Americas Securities
New York
$1.12M +$759K +31,693 +210%
BBVA
82
Banco Bilbao Vizcaya Argentaria
Spain
$1.06M +$473K +19,917 +81%
Deutsche Bank
83
Deutsche Bank
Germany
$1.06M -$83.8K -3,498 -7%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.05M – – –
CAM
85
Cresset Asset Management
Illinois
$1.05M -$76.6K -3,195 -7%
CPX
86
Canaan Partners XI
California
$930K +$930K +38,824 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$899K -$754K -31,467 -46%
SSA
88
Schonfeld Strategic Advisors
New York
$874K -$767K -32,024 -47%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$873K +$372K +15,516 +74%
Franklin Resources
90
Franklin Resources
California
$850K +$4.86K +203 +0.6%
Man Group
91
Man Group
United Kingdom
$820K -$850K -35,467 -51%
MCM
92
Mork Capital Management
California
$819K – – –
AIMCA
93
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$805K – – –
FRM
94
Fox Run Management
Connecticut
$798K +$457K +19,092 +134%
MAM
95
Martingale Asset Management
Massachusetts
$785K -$424K -17,686 -35%
MIM
96
MetLife Investment Management
New Jersey
$774K -$12.6K -526 -2%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$764K +$33K +1,376 +5%
EGM
98
Engineers Gate Manager
New York
$718K +$2.06K +86 +0.3%
TC
99
TwinBeech Capital
New York
$712K -$390K -16,272 -35%
Wells Fargo
100
Wells Fargo
California
$687K -$4.22K -176 -0.6%
2 3
4
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