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Upbound Group

238 hedge funds and large institutions have $1.01B invested in Upbound Group in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.14M

40% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 67

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$38M)

0.93% more ownership

Funds ownership: 95.37%96.29% (+0.93%)

0% more funds holding

Funds holding: 237238 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
238
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
94
Reduced
67
Closed
34
Calls
$3.13M
Puts
$2.14M
Net Calls
+$989K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$304K
HSBC Holdings
127
HSBC Holdings
United Kingdom
$298K -$115K -5,890 -26%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$284K +$307K +15,739 New
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$284K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$282K +$304K +15,612 New
WI
131
WBI Investments
New Jersey
$279K +$8.42K +432 +3%
AB
132
Amalgamated Bank
New York
$271K -$7.62K -391 -3%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$263K
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$263K +$120K +6,165 +73%
Amundi
135
Amundi
France
$263K +$284K +14,554 New
ASRS
136
Arizona State Retirement System
Arizona
$258K -$1.93K -99 -0.7%
PI
137
PFG Investments
New York
$257K +$278K +14,261 New
CIBC World Market
138
CIBC World Market
Ontario, Canada
$252K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$251K -$67.7K -3,475 -20%
YCM
140
Yousif Capital Management
Michigan
$250K -$5.09K -261 -2%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$248K -$106K -5,453 -28%
MP
142
Mangrove Partners
Connecticut
$246K
Two Sigma Investments
143
Two Sigma Investments
New York
$244K +$263K +13,500 New
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$237K
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$233K -$273 -14 -0.1%
ORG
146
Optimist Retirement Group
Washington
$225K +$243K +12,454 New
AA
147
ALPS Advisors
Colorado
$223K -$25.1K -1,290 -9%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$222K +$234K +12,027 +4,358%
JFG
149
Jefferies Financial Group
New York
$220K +$238K +12,211 New
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$217K +$241K +12,391 New