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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 %
HT
101
Headlands Technologies
Illinois
$682K +$35.1K +1,467 +5%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$678K +$16.6K +692 +3%
CF
103
Corebridge Financial
Texas
$669K -$10.9K -456 -2%
NC
104
Napatree Capital
Rhode Island
$667K +$46.9K +1,958 +8%
TI
105
Tidal Investments
Wisconsin
$651K +$222K +9,253 +52%
LPL Financial
106
LPL Financial
California
$630K +$143K +5,959 +29%
SO
107
STRS Ohio
Ohio
$625K – – –
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$621K -$13.6K -569 -2%
CA
109
CoreCap Advisors
Michigan
$620K +$40.6K +1,693 +7%
SCM
110
Semanteon Capital Management
Massachusetts
$619K +$619K +25,850 New
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$606K +$202K +8,411 +50%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$604K +$7.55K +315 +1%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$577K +$14.4K +600 +3%
NRD
114
Nebula Research & Development
New York
$575K +$2.3K +96 +0.4%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$559K – – –
CC
116
Centiva Capital
New York
$555K +$255K +10,625 +85%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$505K +$53.3K +2,223 +12%
SEI Investments
118
SEI Investments
Pennsylvania
$479K +$16K +669 +3%
PTC
119
Petrus Trust Company
Texas
$466K +$466K +19,454 New
AIM
120
Aigen Investment Management
New York
$460K +$460K +19,216 New
PCM
121
Prelude Capital Management
New York
$447K +$222K +9,248 +98%
YCM
122
Yousif Capital Management
Michigan
$439K -$2.37K -99 -0.5%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$412K – – –
Comerica Bank
124
Comerica Bank
Texas
$396K -$3.07K -128 -0.8%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$377K -$224K -9,338 -37%
3 4
5
6 7