Upbound Group
UPBD
243 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 77 reducing their positions, and 33 closing their positions.
129% more call options, than puts
Call options by funds: $2.18M | Put options by funds: $953K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 77
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
1% more funds holding
Funds holding: 240 → 243 (+3)
1.61% less ownership
Funds ownership: 85.29% → 83.68% (-1.6%)
15% less capital invested
Capital invested by funds: $1.36B → $1.15B (-$210M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$15.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.8M |
| 3 |
LMC
Lightspeed Management Company
Menlo Park,
California
|
+$10.6M |
| 4 |
BFA
Bragg Financial Advisors
Charlotte,
North Carolina
|
+$8.74M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18.9M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$11.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$6.65M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$4.99M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$3.67M |
UPBD Hedge Fund Activity: Q1 2025 in Review
243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2025, worth a combined $1.15B — down 15% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UPBD positions and 33 closed out — a net gain of 4 holders — while 104 added to existing stakes and 77 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $15.6M. The largest seller was Arrowstreet Capital, cutting an estimated $18.9M.
- 243 institutional investors held Upbound Group (UPBD) as of Q1 2025, up from 240 in Q4 2024.
- Funds reported $1.15B of Upbound Group stock for Q1 2025, down 15% quarter-over-quarter.
- 37 funds opened new Upbound Group positions in Q1 2025 and 33 closed out, a net change of +4 holders.
- The largest Upbound Group buyer in Q1 2025 was Kennedy Capital Management, an estimated $15.6M added.
- The largest Upbound Group seller in Q1 2025 was Arrowstreet Capital, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2025.