TIGR

UP Fintech Holding

122 hedge funds and large institutions have $442M invested in UP Fintech Holding in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$161M
Puts
$148M
Net Calls
Net Calls Change

Top Buyers

1 +$32.1M
2 +$23.1M
3 +$19.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.8M
5
Group One Trading
Group One Trading
Illinois
+$11.3M

Top Sellers

1 -$28.6M
2 -$4.2M
3 -$4.03M
4
UBS Group
UBS Group
Switzerland
-$2.12M
5
JF
Jump Financial
Illinois
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$184K
Handelsbanken Fonder
77
Handelsbanken Fonder
Sweden
$174K
Citigroup
78
Citigroup
New York
$159K
BMCM
79
Burns Matteson Capital Management
New York
$157K
TRCT
80
Tower Research Capital (TRC)
New York
$144K
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$144K
WI
82
WrapManager Inc
California
$143K
Truist Financial
83
Truist Financial
North Carolina
$140K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$131K
AWAU
85
Alliance Wealth Advisors (Utah)
Utah
$124K
PWP
86
Pursue Wealth Partners
California
$112K
CIBC World Market
87
CIBC World Market
Ontario, Canada
$110K
IC
88
IEQ Capital
California
$109K
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$108K
LIP
90
Lighthouse Investment Partners
Florida
$106K
Asset Management One
91
Asset Management One
Japan
$102K
VPIM
92
Vanguard Personalized Indexing Management
California
$102K
Legal & General Group
93
Legal & General Group
United Kingdom
$99.6K
Wells Fargo
94
Wells Fargo
California
$95.5K
GI
95
GAMMA Investing
California
$92.2K
BPW
96
Bingham Private Wealth
California
$90.5K
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$90.2K
WAG
98
Wallace Advisory Group
California
$88.3K
Osaic Holdings
99
Osaic Holdings
Arizona
$73.6K
SAM
100
Shell Asset Management
Netherlands
$59K