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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 %
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$102K +$45.7K +1,909 +81%
AAM
177
Advisors Asset Management
Colorado
$93.7K +$60.2K +2,512 +179%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$83.2K -$7.45K -311 -8%
HI
179
Harbour Investments
Wisconsin
$80.4K – – –
TRCT
180
Tower Research Capital (TRC)
New York
$79.5K -$148K -6,165 -65%
KBC Group
181
KBC Group
Belgium
$59K -$414K -17,227 -88%
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.9K +$8.63K +360 +19%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$45K +$11.8K +493 +36%
BTI
184
Blue Trust Inc
Georgia
$42.7K +$1.22K +51 +3%
C
185
Covestor
United Kingdom
$40K +$8.41K +356 +27%
QL
186
Quarry LP
New York
$37.9K -$26.8K -1,118 -41%
TPCW
187
TD Private Client Wealth
New York
$31.4K +$11.8K +491 +60%
CA
188
Clearstead Advisors
Ohio
$28.8K – – –
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$25K – – –
WWM
190
Wolff Wiese Magana
California
$24K – – –
VI
191
Vestcor Inc
New Brunswick, Canada
$23K -$117K -4,994 -84%
VCM
192
Versant Capital Management
Arizona
$22.6K +$22.1K +921 +3,838%
Nomura Asset Management
193
Nomura Asset Management
Japan
$18.9K – – –
HCP
194
Hexagon Capital Partners
Arkansas
$17.4K -$5.46K -228 -24%
PAS
195
Point72 Asia (Singapore)
Singapore
$13.5K +$5.92K +247 +78%
SAM
196
Smartleaf Asset Management
Massachusetts
$13.4K -$3.13K -132 -19%
PD
197
Point72 (DIFC)
United Arab Emirates
$12.2K -$107K -4,455 -90%
GI
198
GAMMA Investing
California
$12.2K +$6.66K +278 +120%
BIG
199
Brooklyn Investment Group
New York
$12K +$12K +499 New
MCM
200
MAI Capital Management
Ohio
$11.6K +$144 +6 +1%
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