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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
$114M
2
ACL
Azora Capital LP
Florida
$19M
3
NL
Nuveen LLC
North Carolina
$23.4M
4
LSV Asset Management
LSV Asset Management
Illinois
$51.2M
5
Morgan Stanley
Morgan Stanley
New York
$20.2M

Top Sellers

1
BlackRock
BlackRock
New York
$205M
2
HCM
Huber Capital Management
California
$14.4M
3
LMC
Lightspeed Management Company
California
$0
4
KCM
Kennedy Capital Management
Missouri
$14.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$433K – – –
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$410K -$224K -8,939 -35%
DT
128
Diversified Trust
Tennessee
$400K +$38.7K +1,543 +11%
EC
129
EntryPoint Capital
New York
$398K +$92.7K +3,692 +30%
II
130
Inspire Investing
Idaho
$398K +$38.2K +1,523 +11%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$395K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$392K – – –
ASRS
133
Arizona State Retirement System
Arizona
$378K +$43.6K +1,738 +13%
MSRPS
134
Maryland State Retirement & Pension System
Maryland
$375K – – –
AB
135
Amalgamated Bank
New York
$371K +$9.92K +395 +3%
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
$370K -$159K -6,323 -30%
QCM
137
Quantinno Capital Management
New York
$346K +$346K +13,777 New
Rafferty Asset Management
138
Rafferty Asset Management
New York
$343K +$25.1K +999 +8%
AA
139
ALPS Advisors
Colorado
$343K -$13K -516 -4%
SIP
140
Stoneridge Investment Partners
Pennsylvania
$337K +$337K +13,408 New
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$332K +$24.8K +990 +8%
XT
142
XTX Topco
Cayman Islands
$331K +$331K +13,199 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$320K +$273K +10,883 +579%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$319K +$30.4K +1,210 +11%
SC
145
SummitTX Capital
Texas
$313K -$11.2K -446 -3%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$311K +$16.3K +638 +6%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$297K +$2.51K +100 +0.9%
GC
148
Guggenheim Capital
Illinois
$294K +$294K +11,727 New
ProShare Advisors
149
ProShare Advisors
Maryland
$294K -$22.1K -882 -7%
Cerity Partners
150
Cerity Partners
New York
$291K +$291K +11,604 New
4 5
6
7 8