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TIGR

UP Fintech Holding

159 hedge funds and large institutions have $656M invested in UP Fintech Holding in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $119M | Put options by funds: $81.9M

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

4% more funds holding

Funds holding: 153159 (+6)

1.94% less ownership

Funds ownership: 39.99%38.05% (-1.9%)

15% less capital invested

Capital invested by funds: $770M → $656M (-$114M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
40
Reduced
70
Closed
26
Calls
$119M
Puts
$81.9M
Net Calls
+$37.2M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$5.22M +$5.21M +545,900 New
Goldman Sachs
27
Goldman Sachs
New York
$4.98M -$10M -1,052,505 -67%
PP
28
Prudential plc
United Kingdom
$4.56M +$1.41M +147,514 +45%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$4.12M -$14.8M -1,545,800 -78%
UBS Group
30
UBS Group
Switzerland
$3.64M -$953K -99,768 -21%
Simplex Trading
31
Simplex Trading
Illinois
$3.16M -$2.56M -268,381 -45%
HFM
32
Harvest Fund Management
China
$2.87M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.73M +$536K +56,185 +25%
JF
34
Jump Financial
Illinois
$2.47M -$1.92M -201,042 -44%
PAG
35
Private Advisor Group
New Jersey
$2.46M +$2.46M +257,480 New
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$2.38M -$95K -9,947 -4%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.28M -$8.81M -923,080 -79%
Parallax Volatility Advisers
38
Parallax Volatility Advisers
California
$2.2M -$791K -82,841 -26%
DWA
39
Dorsey Wright & Associates
California
$1.95M +$49.1K +5,144 +3%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$1.95M +$230K +24,068 +13%
Northern Trust
41
Northern Trust
Illinois
$1.88M +$153K +16,046 +9%
DWM
42
Diversify Wealth Management
Utah
$1.66M +$98.6K +10,330 +6%
LPL Financial
43
LPL Financial
California
$1.49M +$135K +14,142 +10%
DACS
44
Dymon Asia Capital (Singapore)
Singapore
$1.31M +$455K +47,700 +53%
AI
45
AdvisorShares Investments
Maryland
$1.26M +$67.4K +7,060 +6%
YIH
46
Y-Intercept (HK)
Hong Kong
$1.13M -$940K -98,441 -45%
HCP
47
Hexagon Capital Partners
Arkansas
$978K +$140K +14,700 +17%
Invesco
48
Invesco
Georgia
$952K -$47.4K -4,962 -5%
EWA
49
Exit Wealth Advisors
Georgia
$814K +$60.3K +6,313 +8%
Stifel Financial
50
Stifel Financial
Missouri
$782K +$45K +4,716 +6%