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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 %
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$283K +$283K +11,261 New
TCM
152
Teza Capital Management
Illinois
$278K -$20.9K -831 -7%
KK
153
KLP Kapitalforvaltning
Norway
$272K +$53.4K +2,100 +24%
WI
154
WBI Investments
New Jersey
$263K +$38K +1,515 +17%
CC
155
Corton Capital
Ontario, Canada
$252K +$252K +10,057 New
FCBT
156
First Citizens Bank & Trust
North Carolina
$247K +$247K +9,854 New
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$247K -$29.3K -1,166 -11%
PCM
158
Prelude Capital Management
New York
$246K -$222K -8,835 -47%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$244K -$117K -4,648 -32%
OR
160
Olympiad Research
Connecticut
$244K +$244K +9,703 New
Two Sigma Advisers
161
Two Sigma Advisers
New York
$243K -$2.51K -100 -1%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$239K +$239K +9,537 New
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$237K – – –
ORG
164
Optimist Retirement Group
Washington
$232K – – –
Renaissance Technologies
165
Renaissance Technologies
New York
$226K -$1.4M -55,600 -86%
MNBTD
166
Moody National Bank Trust Division
Texas
$220K +$220K +8,775 New
WAM
167
Wolverine Asset Management
Illinois
$217K – – –
PWM
168
Prosperity Wealth Management
California
$208K +$208K +8,300 New
SOW
169
State of Wyoming
Wyoming
$199K +$199K +7,913 New
Lazard Asset Management
170
Lazard Asset Management
New York
$173K +$11.8K +472 +7%
PCM
171
Palouse Capital Management
Washington
$172K +$6.1K +243 +4%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$160K – – –
SAM
173
Shell Asset Management
Netherlands
$152K -$37K -1,477 -20%
AIP
174
Ameritas Investment Partners
Nebraska
$138K – – –
QT
175
Quantbot Technologies
New York
$128K -$1.29M -51,252 -91%
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