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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
TI
151
Tidal Investments
Wisconsin
$217K +$4.37K +224 +2%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$215K
VIA
153
Vanguard Investments Australia
Australia
$213K +$230K +11,817 New
KK
154
KLP Kapitalforvaltning
Norway
$213K +$21.4K +1,100 +10%
SI
155
Stephens Inc
Arkansas
$209K +$225K +11,563 New
TRCT
156
Tower Research Capital (TRC)
New York
$201K +$194K +9,938 +839%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$188K -$25.9K -1,331 -11%
BIG
158
Brooklyn Investment Group
New York
$187K +$202K +10,344 New
WAM
159
Wolverine Asset Management
Illinois
$156K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$155K +$30.2K +1,551 +22%
Simplex Trading
161
Simplex Trading
Illinois
$119K +$36.9K +1,894 +40%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$115K
PCM
163
Palouse Capital Management
Washington
$95.8K -$5.01K -257 -5%
AIP
164
Ameritas Investment Partners
Nebraska
$79.2K
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.5K +$6.63K +340 +10%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$66.5K +$23.9K +1,226 +50%
HFS
167
Hantz Financial Services
Michigan
$66K +$43K +2,208 +152%
Osaic Holdings
168
Osaic Holdings
Arizona
$52.4K -$64.8K -3,326 -53%
GI
169
GAMMA Investing
California
$51.3K +$4.38K +225 +9%
PWPS
170
Pinnacle Wealth Planning Services
Ohio
$49.5K +$5.01K +257 +10%
SNB
171
Security National Bank
Nebraska
$44.6K
KBC Group
172
KBC Group
Belgium
$44K
VCM
173
Versant Capital Management
Arizona
$38.6K +$18.4K +946 +79%
Nomura Asset Management
174
Nomura Asset Management
Japan
$27.1K
SCM
175
Sterling Capital Management
North Carolina
$22.8K -$16.3K -834 -40%