TIGR

UP Fintech Holding

131 hedge funds and large institutions have $679M invested in UP Fintech Holding in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.76%
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
51
Reduced
40
Closed
17
Calls
$244M
Puts
$274M
Net Calls
-$29.4M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
76
Personal CFO Solutions
New Jersey
$296K +$19.3K +1,998 +7%
SA
77
Shilanski & Associates
Alaska
$285K +$926 +96 +0.3%
Handelsbanken Fonder
78
Handelsbanken Fonder
Sweden
$261K +$64.8K +6,700 +33%
BMCM
79
Burns Matteson Capital Management
New York
$252K +$75.3K +7,799 +43%
BHPW
80
Beverly Hills Private Wealth
California
$249K -$12.8K -1,324 -5%
Wells Fargo
81
Wells Fargo
California
$240K +$132K +13,703 +123%
AllianceBernstein
82
AllianceBernstein
Tennessee
$238K +$238K +24,710 New
SSA
83
Schonfeld Strategic Advisors
New York
$235K +$235K +24,337 New
CC
84
Commons Capital
Massachusetts
$222K +$222K +23,000 New
PCM
85
Prelude Capital Management
New York
$193K +$193K +20,000 New
MML Investors Services
86
MML Investors Services
Massachusetts
$190K +$190K +19,709 New
DADC
87
D.A. Davidson & Co
Montana
$188K +$188K +19,500 New
SRL
88
Scientech Research LLC
New Jersey
$186K +$186K +19,319 New
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K -$23.2K -2,400 -11%
P
90
&Partners
Tennessee
$183K +$183K +18,936 New
PWS
91
Precision Wealth Strategies
Missouri
$173K +$173K +17,926 New
Truist Financial
92
Truist Financial
North Carolina
$158K +$1.01K +105 +0.6%
WI
93
WrapManager Inc
California
$156K -$5.2K -539 -3%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$147K +$147K +15,235 New
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$141K +$1.95K +202 +1%
Asset Management One
96
Asset Management One
Japan
$133K +$17.6K +1,826 +15%
VPIM
97
Vanguard Personalized Indexing Management
California
$130K +$16.2K +1,676 +14%
GI
98
GAMMA Investing
California
$127K +$23.5K +2,440 +23%
ASN
99
Advisory Services Network
Georgia
$127K +$127K +12,937 New
PWP
100
Pursue Wealth Partners
California
$126K