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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 %
AF
201
Advisornet Financial
Minnesota
$10.4K – – –
FFA
202
Farther Finance Advisors
California
$9.92K +$1.65K +68 +20%
PWA
203
Physician Wealth Advisors
Utah
$8.1K – – –
Barrow, Hanley, Mewhinney & Strauss
204
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.03K – – –
Bessemer Group
205
Bessemer Group
New Jersey
$8K +$5.94K +245 +288%
US Bancorp
206
US Bancorp
Minnesota
$7.24K -$3.91K -163 -35%
PWAM
207
Private Wealth Asset Management
Iowa
$6.45K +$6.45K +269 New
HCA
208
Harbor Capital Advisors
Illinois
$6K +$6K +266 New
EWA
209
EverSource Wealth Advisors
Alabama
$5.92K +$3.59K +150 +155%
MSG
210
Main Street Group
Virginia
$5.75K +$5.75K +240 New
CCM
211
Coldstream Capital Management
Washington
$4.89K +$4.89K +204 New
IA
212
IFP Advisors
Florida
$4.79K -$24 -1 -0.5%
TSMHT
213
Thurston Springer Miller Herd & Titak
Indiana
$4.79K – – –
SS
214
SBI Securities
Japan
$3.71K +$1.56K +65 +72%
RIL
215
Rothschild Investment LLC
Illinois
$3.35K +$2.16K +90 +180%
HWM
216
Hemington Wealth Management
Virginia
$3K -$401 -21 -12%
SW
217
SVB Wealth
Massachusetts
$2.95K +$2.95K +123 New
UB
218
UMB Bank
Missouri
$2.92K +$1.2K +50 +69%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2.8K +$2.52K +105 +875%
S
220
SignatureFD
Georgia
$2.73K – – –
PA
221
Parallel Advisors
California
$2.44K -$144 -6 -6%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$2.25K +$479 +20 +27%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$2.18K +$1.63K +68 +296%
SCM
224
Sterling Capital Management
North Carolina
$1.32K – – –
BFS
225
Bare Financial Services
Pennsylvania
$1.2K +$1.2K +50 New
7 8
9
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