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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 %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$374K +$85.3K +3,560 +30%
KWM
127
Kingsview Wealth Management
Oregon
$366K +$366K +15,271 New
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$358K -$36.1K -1,506 -9%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$345K -$2.15M -89,586 -86%
DT
130
Diversified Trust
Tennessee
$345K +$345K +14,380 New
AB
131
Amalgamated Bank
New York
$344K -$2.87K -120 -0.8%
II
132
Inspire Investing
Idaho
$344K +$12.9K +540 +4%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$342K -$757K -31,717 -69%
AA
134
ALPS Advisors
Colorado
$340K -$12.4K -516 -4%
BHCM
135
Brevan Howard Capital Management
Jersey
$324K +$324K +13,536 New
ASRS
136
Arizona State Retirement System
Arizona
$320K -$3.26K -136 -1%
SC
137
SummitTX Capital
Texas
$309K +$309K +12,914 New
Rafferty Asset Management
138
Rafferty Asset Management
New York
$304K +$8.55K +357 +3%
ProShare Advisors
139
ProShare Advisors
Maryland
$302K -$83.5K -3,485 -22%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$293K +$43.8K +1,830 +18%
EC
141
EntryPoint Capital
New York
$292K +$292K +12,175 New
EMPI
142
Elo Mutual Pension Insurance
Finland
$286K +$286K +11,934 New
HW
143
Hancock Whitney
Mississippi
$285K +$31.8K +1,328 +13%
CWM
144
CIBC World Markets
New York
$285K +$285K +11,906 New
TCM
145
Teza Capital Management
Illinois
$285K -$176K -7,332 -38%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$281K +$7.19K +300 +3%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$277K -$120K -4,998 -30%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$276K – – –
Creative Planning
149
Creative Planning
Kansas
$275K +$275K +11,492 New
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$263K +$6.18K +258 +2%
4 5
6
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