TIGR

UP Fintech Holding

130 hedge funds and large institutions have $660M invested in UP Fintech Holding in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
50
Reduced
40
Closed
17
Calls
$172M
Puts
$200M
Net Calls
-$29M
Net Calls Change
-$41.4M
Name Market Value Shares Shares
Change
Shares
Change %
SA
76
Shilanski & Associates
Alaska
$285K 29,546 +96 +0.3%
Handelsbanken Fonder
77
Handelsbanken Fonder
Sweden
$261K 27,000 +6,700 +33%
BMCM
78
Burns Matteson Capital Management
New York
$252K 26,119 +7,799 +43%
BHPW
79
Beverly Hills Private Wealth
California
$249K 25,799 -1,324 -5%
Wells Fargo
80
Wells Fargo
California
$240K 24,824 +13,703 +123%
AllianceBernstein
81
AllianceBernstein
Tennessee
$238K 24,710 +24,710 New
SSA
82
Schonfeld Strategic Advisors
New York
$235K 24,337 +24,337 New
CC
83
Commons Capital
Massachusetts
$222K 23,000 +23,000 New
PCM
84
Prelude Capital Management
New York
$193K 20,000 +20,000 New
MML Investors Services
85
MML Investors Services
Massachusetts
$190K 19,709 +19,709 New
DADC
86
D.A. Davidson & Co
Montana
$188K 19,500 +19,500 New
SRL
87
Scientech Research LLC
New Jersey
$186K 19,319 +19,319 New
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K 19,000 -2,400 -11%
P
89
&Partners
Tennessee
$183K 18,936 +18,936 New
PWS
90
Precision Wealth Strategies
Missouri
$173K 17,926 +17,926 New
Truist Financial
91
Truist Financial
North Carolina
$158K 16,403 +105 +0.6%
WI
92
WrapManager Inc
California
$156K 16,149 -539 -3%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$147K 15,235 +15,235 New
AWAU
94
Alliance Wealth Advisors (Utah)
Utah
$141K 14,604 +202 +1%
Asset Management One
95
Asset Management One
Japan
$133K 13,749 +1,826 +15%
VPIM
96
Vanguard Personalized Indexing Management
California
$130K 13,517 +1,676 +14%
GI
97
GAMMA Investing
California
$127K 13,168 +2,440 +23%
ASN
98
Advisory Services Network
Georgia
$127K 12,937 +12,937 New
PWP
99
Pursue Wealth Partners
California
$126K 13,049
BPW
100
Bingham Private Wealth
California
$123K 12,752 +2,219 +21%