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Upbound Group

255 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.33B → $1.27B (-$61.3M)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.16M
Puts
$3.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Vestcor Inc
New Brunswick, Canada
$23K
CIAM
202
Caitong International Asset Management
Hong Kong
$22.3K
FMP
203
Financial Management Professionals
Texas
$20.5K
BTI
204
Blue Trust Inc
Georgia
$18.8K
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$18K
Royal Bank of Canada
206
Royal Bank of Canada
Ontario, Canada
$17K
Point72 Asset Management
207
Point72 Asset Management
Connecticut
$16.5K
AAS
208
Ameritas Advisory Services
Nebraska
$15.9K
SL
209
Salomon & Ludwin
Virginia
$14.5K
HCA
210
Harbor Capital Advisors
Illinois
$14K
MCM
211
MAI Capital Management
Ohio
$11.9K
VCM
212
Versant Capital Management
Arizona
$10.7K
AF
213
Advisornet Financial
Minnesota
$10.2K
HFS
214
Hantz Financial Services
Michigan
$10K
Bessemer Group
215
Bessemer Group
New Jersey
$9K
FRA
216
Front Row Advisors
California
$8.98K
SAM
217
Smartleaf Asset Management
Massachusetts
$8.6K
ACM
218
Aster Capital Management
United Arab Emirates
$8.44K
PWA
219
Physician Wealth Advisors
Utah
$7.99K
Barrow, Hanley, Mewhinney & Strauss
220
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.92K
TWD
221
True Wealth Design
Ohio
$7.85K
US Bancorp
222
US Bancorp
Minnesota
$7.68K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$7.58K
ASN
224
Advisory Services Network
Georgia
$7.09K
PWAM
225
Private Wealth Asset Management
Iowa
$6.36K