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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 %
CA
101
CoreCap Advisors
Michigan
$720K +$70.1K +2,792 +11%
MAM
102
Martingale Asset Management
Massachusetts
$717K -$105K -4,200 -13%
BFS
103
Bradley Foster & Sargent
Connecticut
$653K +$653K +26,016 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$645K +$12.1K +482 +2%
Creative Planning
105
Creative Planning
Kansas
$626K +$338K +13,450 +117%
CCIA
106
Campbell & Co Investment Adviser
Maryland
$614K +$614K +24,478 New
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$602K -$2.51K -100 -0.4%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$602K -$49.1K -1,957 -8%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$592K -$771K -30,705 -57%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$591K – – –
FRM
111
Fox Run Management
Connecticut
$556K -$281K -11,176 -34%
ACM
112
Aquatic Capital Management
Illinois
$555K +$401K +15,981 +261%
Verition Fund Management
113
Verition Fund Management
Connecticut
$548K -$3.72M -148,267 -87%
VA
114
Vident Advisory
Georgia
$513K +$513K +20,455 New
SO
115
STRS Ohio
Ohio
$502K -$153K -6,100 -23%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$502K +$395K +15,747 +369%
Man Group
117
Man Group
United Kingdom
$485K -$374K -14,890 -44%
HI
118
Horizon Investments
North Carolina
$482K +$482K +19,204 New
YCM
119
Yousif Capital Management
Michigan
$479K +$19.5K +777 +4%
AIM
120
Aigen Investment Management
New York
$475K -$7.66K -305 -2%
SG Americas Securities
121
SG Americas Securities
New York
$472K -$702K -27,986 -60%
HW
122
Hancock Whitney
Mississippi
$468K +$169K +6,744 +57%
KFA
123
Krane Funds Advisors
New York
$453K +$453K +18,049 New
Norges Bank
124
Norges Bank
Norway
$440K +$440K +17,526 New
Comerica Bank
125
Comerica Bank
Texas
$440K +$24.5K +975 +6%
3 4
5
6 7