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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 %
ETC
151
Exchange Traded Concepts
Oklahoma
$242K +$11.5K +481 +5%
Walleye Capital
152
Walleye Capital
New York
$235K +$21.4K +893 +10%
Two Sigma Advisers
153
Two Sigma Advisers
New York
$235K -$256K -10,700 -52%
DTL
154
Dynamic Technology Lab
Singapore
$231K -$607K -25,331 -72%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$226K – – –
CSS
156
Cubist Systematic Strategies
Connecticut
$226K -$4.36M -181,758 -95%
ORG
157
Optimist Retirement Group
Washington
$222K +$30.3K +1,266 +16%
WI
158
WBI Investments
New Jersey
$215K +$215K +8,964 New
BC
159
Bridgefront Capital
Texas
$214K +$214K +8,933 New
WAM
160
Wolverine Asset Management
Illinois
$207K – – –
KK
161
KLP Kapitalforvaltning
Norway
$206K -$192K -8,000 -48%
BAM
162
Blueshift Asset Management
New Jersey
$204K +$204K +8,501 New
MM
163
MQS Management
New York
$202K +$202K +8,426 New
FNA
164
First National Advisers
Nebraska
$201K -$1.4M -58,515 -87%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$191K -$11.5K -486 -6%
SAM
166
Shell Asset Management
Netherlands
$181K -$7.85K -327 -4%
QCG
167
Quadrant Capital Group
Ohio
$162K +$157K +6,543 +2,895%
A
168
AlphaQuest
New York
$160K -$220K -9,177 -58%
PCM
169
Palouse Capital Management
Washington
$159K +$62.1K +2,592 +64%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$153K – – –
Lazard Asset Management
171
Lazard Asset Management
New York
$153K +$108K +4,565 +242%
ACM
172
Aquatic Capital Management
Illinois
$147K +$147K +6,133 New
AIP
173
Ameritas Investment Partners
Nebraska
$131K – – –
Osaic Holdings
174
Osaic Holdings
Arizona
$122K +$46.2K +1,929 +61%
SPIA
175
Steward Partners Investment Advisory
New York
$111K +$24 +1 +0%
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7
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