Upbound Group
UPBD
UPBD
254 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, 115 increasing their positions, 64 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
7.74% more ownership
Funds ownership: 83.9% → 91.65% (+7.7%)
5% more funds holding
Funds holding: 242 → 254 (+12)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
254
Holding in Top 10
1
Calls
$3.79M
Puts
$2.12M
Top Buyers
| 1 | +$95.4M | |
| 2 | +$19M | |
| 3 | +$12.9M | |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$8.84M |
| 5 |
Morgan Stanley
New York
|
+$6.8M |
Top Sellers
| 1 | -$20.2M | |
| 2 | -$9.39M | |
| 3 | -$9.2M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$8.32M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.29M |
