Upbound Group
UPBD
237 hedge funds and large institutions have $972M invested in Upbound Group in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 58 closing their positions.
54% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $1.42M
2.6% more ownership
Funds ownership: 92.77% → 95.37% (+2.6%)
10% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 81
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 261 → 237 (-24)
23% less capital invested
Capital invested by funds: $1.27B → $972M (-$298M)
29% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
+$15M |
| 2 |
Millennium Management
New York
|
+$5.86M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.21M |
| 4 |
Goldman Sachs
New York
|
+$4.99M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$9.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.16M |
| 3 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$3.68M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$3.56M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.53M |
UPBD Hedge Fund Activity: Q4 2025 in Review
237 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2025, worth a combined $972M — down 23% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of UPBD and 41 opened new positions — a net loss of 17 holders — while 81 trimmed existing stakes and 89 added.
The largest buyer was Huber Capital Management, adding an estimated $15M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $9.08M sold.
- 237 institutional investors held Upbound Group (UPBD) as of Q4 2025, down from 261 in Q3 2025.
- Funds reported $972M of Upbound Group stock for Q4 2025, down 23% quarter-over-quarter.
- 41 funds opened new Upbound Group positions in Q4 2025 and 58 closed out, a net change of -17 holders.
- The largest Upbound Group buyer in Q4 2025 was Huber Capital Management, an estimated $15M added.
- The largest Upbound Group seller in Q4 2025 was Fuller & Thaler Asset Management, an estimated $9.08M sold.
Based on aggregated 13F filings for Q4 2025.