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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
CA
176
Clearstead Advisors
Ohio
$21.7K
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$20.6K -$977K -50,144 -98%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$19K
WWM
179
Wolff Wiese Magana
California
$18.1K
S
180
SignatureFD
Georgia
$13.9K +$8.63K +443 +135%
AF
181
Allworth Financial
California
$13.1K +$6.1K +313 +76%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$10.3K +$8.5K +436 +328%
NS
183
NBC Securities
Alabama
$9.66K +$10.4K +535 New
MCM
184
MAI Capital Management
Ohio
$9.41K +$214 +11 +2%
UB
185
UMB Bank
Missouri
$9.22K +$8.9K +457 +846%
LFG
186
Larson Financial Group
Missouri
$8.65K +$6.14K +315 +192%
C
187
Covestor
United Kingdom
$8K -$9.9K -508 -53%
AF
188
Advisornet Financial
Minnesota
$7.8K
SL
189
Salomon & Ludwin
Virginia
$7.47K +$2.14K +110 +35%
US Bancorp
190
US Bancorp
Minnesota
$6.93K +$1.6K +82 +27%
FRA
191
Front Row Advisors
California
$6.75K
EWA
192
EverSource Wealth Advisors
Alabama
$6.44K +$214 +11 +3%
FFA
193
Farther Finance Advisors
California
$6.26K +$2.92K +150 +75%
PWA
194
Physician Wealth Advisors
Utah
$6.1K
ACM
195
Aster Capital Management
United Arab Emirates
$6.06K +$4.93K +253 New
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.05K
ASN
197
Advisory Services Network
Georgia
$5.54K +$5.98K +307 New
IA
198
IFP Advisors
Florida
$5.49K -$429 -22 -7%
PWAM
199
Private Wealth Asset Management
Iowa
$4.86K
PA
200
Parallel Advisors
California
$4.53K +$4.89K +251 New