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Upbound Group

259 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, 89 increasing their positions, 96 reducing their positions, and 36 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.33B → $1.27B (-$55.6M)

7% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 96

Holders
259
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
WWM
201
Wolff Wiese Magana
California
$23.6K
FFA
202
Farther Finance Advisors
California
$23.5K
VI
203
Vestcor Inc
New Brunswick, Canada
$23K
CIAM
204
Caitong International Asset Management
Hong Kong
$22.3K
FMP
205
Financial Management Professionals
Texas
$20.5K
BTI
206
Blue Trust Inc
Georgia
$18.8K
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$18K
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$17K
Point72 Asset Management
209
Point72 Asset Management
Connecticut
$16.5K
AAS
210
Ameritas Advisory Services
Nebraska
$15.9K
SL
211
Salomon & Ludwin
Virginia
$14.5K
HCA
212
Harbor Capital Advisors
Illinois
$14K
MCM
213
MAI Capital Management
Ohio
$11.9K
VCM
214
Versant Capital Management
Arizona
$10.7K
AF
215
Advisornet Financial
Minnesota
$10.2K
HFS
216
Hantz Financial Services
Michigan
$10K
Bessemer Group
217
Bessemer Group
New Jersey
$9K
FRA
218
Front Row Advisors
California
$8.98K
SAM
219
Smartleaf Asset Management
Massachusetts
$8.6K
ACM
220
Aster Capital Management
United Arab Emirates
$8.44K
PWA
221
Physician Wealth Advisors
Utah
$7.99K
Barrow, Hanley, Mewhinney & Strauss
222
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.92K
TWD
223
True Wealth Design
Ohio
$7.85K
US Bancorp
224
US Bancorp
Minnesota
$7.68K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$7.58K