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TIGR

UP Fintech Holding

125 hedge funds and large institutions have $352M invested in UP Fintech Holding in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $26.8M

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

7.55% less ownership

Funds ownership: 38.05%30.5% (-7.5%)

21% less funds holding

Funds holding: 159125 (-34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $656M → $352M (-$304M)

62% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 55

Holders
125
Holders Change
-34
Holders Change %
-21.38%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
21
Increased
42
Reduced
43
Closed
55
Calls
$29.7M
Puts
$26.8M
Net Calls
+$2.94M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$341K +$348K +42,707 +373%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$335K +$156K +19,164 +56%
Wells Fargo
53
Wells Fargo
California
$333K +$236K +28,929 +121%
OCBCO
54
Oversea-Chinese Banking Corp (OCBC)
Singapore
$331K -$25.2K -3,095 -6%
Vontobel Holding
55
Vontobel Holding
Switzerland
$321K +$320K +39,300 +338%
LPL Financial
56
LPL Financial
California
$314K -$860K -105,614 -68%
JF
57
Jump Financial
Illinois
$313K -$1.7M -208,259 -81%
VA
58
Vident Advisory
Georgia
$312K +$35.6K +4,373 +10%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$306K +$196K +24,106 +99%
DWM
60
Diversify Wealth Management
Utah
$292K -$1.06M -129,598 -74%
SPC
61
Spirepoint Private Client
Florida
$288K +$125K +15,393 +51%
VF
62
Virtu Financial
New York
$286K +$369K +45,337 New
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$265K
PAMS
64
Pinpoint Asset Management (Singapore)
$250K +$323K +39,604 New
UBS AM
65
UBS AM
Illinois
$245K
AllianceBernstein
66
AllianceBernstein
Tennessee
$232K
Millennium Management
67
Millennium Management
New York
$225K -$112K -13,711 -28%
Legal & General Group
68
Legal & General Group
United Kingdom
$191K +$142K +17,418 +135%
CC
69
Commons Capital
Massachusetts
$178K +$230K +28,200 New
Handelsbanken Fonder
70
Handelsbanken Fonder
Sweden
$175K
CIP
71
Cornerstone Investment Partners
Georgia
$171K +$50.6K +6,212 +30%
MG
72
Marex Group
$156K -$66.7K -8,192 -25%
FRM
73
Fox Run Management
Connecticut
$146K +$28K +3,433 +17%
AAIS
74
ABN AMRO Investment Solutions
$144K +$63.5K +7,800 +52%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$132K