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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
+$95.4M
2
ACL
Azora Capital LP
Florida
+$19M
3
NL
Nuveen LLC
North Carolina
+$12.9M
4
LSV Asset Management
LSV Asset Management
Illinois
+$8.84M
5
Morgan Stanley
Morgan Stanley
New York
+$6.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$20.2M
2
HCM
Huber Capital Management
California
-$9.39M
3
LMC
Lightspeed Management Company
California
-$9.2M
4
KCM
Kennedy Capital Management
Missouri
-$8.32M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
201
Financial Management Professionals
Texas
$21.4K +$21.4K +854 New
AAS
202
Ameritas Advisory Services
Nebraska
$21.3K +$21.3K +847 New
Nomura Asset Management
203
Nomura Asset Management
Japan
$19.8K – – –
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$19K +$19K +743 New
EWA
205
EverSource Wealth Advisors
Alabama
$18.5K +$12.3K +492 +199%
MCM
206
MAI Capital Management
Ohio
$13.6K +$1.43K +57 +12%
AF
207
Advisornet Financial
Minnesota
$10.8K – – –
SAM
208
Smartleaf Asset Management
Massachusetts
$10K -$4.38K -172 -30%
FRA
209
Front Row Advisors
California
$9.53K +$9.53K +374 New
TWD
210
True Wealth Design
Ohio
$8.91K +$8.46K +337 +1,872%
PWA
211
Physician Wealth Advisors
Utah
$8.48K – – –
Barrow, Hanley, Mewhinney & Strauss
212
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.41K – – –
MYIA
213
Mount Yale Investment Advisors
Colorado
$8.36K +$8.36K +333 New
US Bancorp
214
US Bancorp
Minnesota
$8.16K +$577 +23 +8%
HCA
215
Harbor Capital Advisors
Illinois
$8K +$907 +34 +13%
IA
216
IFP Advisors
Florida
$7.15K +$1.99K +77 +39%
Bessemer Group
217
Bessemer Group
New Jersey
$7K -$1.37K -54 -16%
HFS
218
Hantz Financial Services
Michigan
$7K +$6.81K +254 +3,629%
PWAM
219
Private Wealth Asset Management
Iowa
$6.75K – – –
MSG
220
Main Street Group
Virginia
$6.02K – – –
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$5.97K +$3.04K +121 +103%
AAP
222
Arax Advisory Partners
Colorado
$5.37K +$4.44K +177 +478%
FFA
223
Farther Finance Advisors
California
$5.27K -$5.02K -200 -49%
TSMHT
224
Thurston Springer Miller Herd & Titak
Indiana
$5.02K – – –
PG
225
Proffitt & Goodson
Tennessee
$5.02K +$5.02K +200 New
7 8
9
10 11