TIGR

UP Fintech Holding

151 hedge funds and large institutions have $764M invested in UP Fintech Holding in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.7% more ownership

Funds ownership: 39.02%39.72% (+0.7%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

37% less call options, than puts

Call options by funds: $181M | Put options by funds: $289M

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$181M
Puts
$289M
Net Calls
Net Calls Change

Top Buyers

1 +$51.5M
2 +$23.1M
3 +$17.3M
4
Man Group
Man Group
United Kingdom
+$11.1M
5
Citigroup
Citigroup
New York
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$635K
PWS
77
Precision Wealth Strategies
Missouri
$627K
OCBCO
78
Oversea-Chinese Banking Corp (OCBC)
Singapore
$621K
DAS
79
Diversify Advisory Services
Utah
$584K
HighTower Advisors
80
HighTower Advisors
Illinois
$578K
VA
81
Vident Advisory
Georgia
$520K
AI
82
Atria Investments
North Carolina
$516K
Squarepoint
83
Squarepoint
New York
$505K
PFSRSONJ
84
Police & Firemen's Retirement System of New Jersey
New Jersey
$461K
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$449K
Russell Investments Group
86
Russell Investments Group
United Kingdom
$420K
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$404K
IWC
88
Integrated Wealth Concepts
Massachusetts
$371K
SA
89
Shilanski & Associates
Alaska
$331K
BMCM
90
Burns Matteson Capital Management
New York
$331K
PCS
91
Personal CFO Solutions
New Jersey
$313K
Truist Financial
92
Truist Financial
North Carolina
$294K
DADC
93
D.A. Davidson & Co
Montana
$288K
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$288K
AllianceBernstein
95
AllianceBernstein
Tennessee
$259K
BHPW
96
Beverly Hills Private Wealth
California
$235K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$222K
N
98
Natixis
France
$217K
AAIS
99
ABN AMRO Investment Solutions
$198K
MML Investors Services
100
MML Investors Services
Massachusetts
$193K