We are live on ! Find out more
UPBD icon

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
SPIA
201
Steward Partners Investment Advisory
New York
$4.51K -$9.92K -509 -67%
Federated Hermes
202
Federated Hermes
Pennsylvania
$4.46K -$14.3K -732 -75%
MSG
203
Main Street Group
Virginia
$4.33K +$4.68K +240 New
TWD
204
True Wealth Design
Ohio
$4.3K -$39 -2 -0.8%
EP
205
Essential Partners
California
$4.04K +$3.06K +157 +234%
Bessemer Group
206
Bessemer Group
New Jersey
$4K
AAP
207
Arax Advisory Partners
Colorado
$3.79K -$30K -1,542 -97%
BFS
208
Bare Financial Services
Pennsylvania
$3.48K +$1.5K +77 +66%
QL
209
Quarry LP
New York
$3.43K -$11.7K -600 -76%
RIL
210
Rothschild Investment LLC
Illinois
$3.34K +$585 +30 +19%
SHIM
211
Stone House Investment Management
Pennsylvania
$2.54K +$1.62K +83 +143%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$2.39K +$1.95K +100 +313%
SS
213
SBI Securities
Japan
$2.2K -$487 -25 -17%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1.93K
QCG
215
Quadrant Capital Group
Ohio
$1.28K -$1.19K -61 -46%
WPA
216
Wealth Preservation Advisors
Tennessee
$1.14K +$1.23K +63 New
CMA
217
Cedar Mountain Advisors
Oregon
$1.01K
CAL
218
Capital Advisors Ltd
Ohio
$1K +$468 +24 +200%
CFM
219
Cornerstone Financial Management
Massachusetts
$975 +$487 +25 +86%
HHCP
220
Hilton Head Capital Partners
South Carolina
$921
AT
221
Arlington Trust
Alabama
$794 +$857 +44 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$722 +$701 +36 +900%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$632
SS
224
Sunbelt Securities
Texas
$578 +$214 +11 +52%
GFA
225
Godfrey Financial Associates
New York
$451