Upbound Group
UPBD
261 hedge funds and large institutions have $1.27B invested in Upbound Group in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 97 reducing their positions, and 36 closing their positions.
64% more call options, than puts
Call options by funds: $5.16M | Put options by funds: $3.14M
22% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 36
2% more funds holding
Funds holding: 255 → 261 (+6)
1.52% more ownership
Funds ownership: 91.26% → 92.77% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $1.33B → $1.27B (-$55.6M)
8% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$12.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.7M |
| 3 |
HCM
Huber Capital Management
El Segundo,
California
|
+$9.64M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$9M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$19M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$12.5M |
| 4 |
IC
IEQ Capital
Foster City,
California
|
-$10.2M |
| 5 |
Millennium Management
New York
|
-$7.87M |
UPBD Hedge Fund Activity: Q3 2025 in Review
261 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2025, worth a combined $1.27B — down 4.2% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UPBD positions and 36 closed out — a net gain of 8 holders — while 89 added to existing stakes and 97 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $12.1M. The largest seller was Azora Capital LP, exiting entirely with an estimated $19M sold.
- 261 institutional investors held Upbound Group (UPBD) as of Q3 2025, up from 255 in Q2 2025.
- Funds reported $1.27B of Upbound Group stock for Q3 2025, down 4.2% quarter-over-quarter.
- 44 funds opened new Upbound Group positions in Q3 2025 and 36 closed out, a net change of +8 holders.
- The largest Upbound Group buyer in Q3 2025 was LSV Asset Management, an estimated $12.1M added.
- The largest Upbound Group seller in Q3 2025 was Azora Capital LP, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2025.