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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 %
PAS
176
Point72 Asia (Singapore)
Singapore
$127K +$113K +4,488 +799%
TRCT
177
Tower Research Capital (TRC)
New York
$123K +$39.5K +1,574 +47%
AAM
178
Advisors Asset Management
Colorado
$116K +$17.9K +713 +18%
VI
179
Vestcor Inc
New Brunswick, Canada
$116K +$91.4K +3,640 +372%
Osaic Holdings
180
Osaic Holdings
Arizona
$107K -$36.6K -1,300 -26%
Canada Pension Plan Investment Board
181
Canada Pension Plan Investment Board
Ontario, Canada
$95.4K +$95.4K +3,800 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$95K +$7.83K +312 +9%
HI
183
Harbour Investments
Wisconsin
$84.3K – – –
Jones Financial Companies
184
Jones Financial Companies
Missouri
$77.3K -$127K -4,999 -62%
GI
185
GAMMA Investing
California
$65.7K +$52.9K +2,108 +414%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$6.43K +256 +11%
KBC Group
187
KBC Group
Belgium
$62K – – –
VCM
188
Versant Capital Management
Arizona
$39.7K +$15.9K +635 +67%
SPIA
189
Steward Partners Investment Advisory
New York
$39.5K -$77.1K -3,071 -66%
PMAM
190
Picton Mahoney Asset Management
Ontario, Canada
$39K +$39K +1,566 New
C
191
Covestor
United Kingdom
$38K -$4.43K -177 -10%
CA
192
Clearstead Advisors
Ohio
$34.7K +$4.54K +181 +15%
A
193
AlphaQuest
New York
$33.9K -$134K -5,342 -80%
TPCW
194
TD Private Client Wealth
New York
$32.9K – – –
BTI
195
Blue Trust Inc
Georgia
$32.4K -$12.3K -492 -28%
BIG
196
Brooklyn Investment Group
New York
$30.8K +$18.2K +727 +146%
EAM
197
Erste Asset Management
Austria
$30.6K +$30.6K +1,200 New
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$28K – – –
WWM
199
Wolff Wiese Magana
California
$25.1K – – –
SCM
200
Sterling Capital Management
North Carolina
$24.4K +$23K +916 +1,665%
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