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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 122131 (+9)

11% less call options, than puts

Call options by funds: $244M | Put options by funds: $274M

Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$244M
Puts
$274M
Net Calls
Net Calls Change

Top Sellers

1 -$22.8M
2 -$19M
3 -$12.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$12.2M
5
IMC Chicago
IMC Chicago
Illinois
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
76
Personal CFO Solutions
New Jersey
$296K
SA
77
Shilanski & Associates
Alaska
$285K
Handelsbanken Fonder
78
Handelsbanken Fonder
Sweden
$261K
BMCM
79
Burns Matteson Capital Management
New York
$252K
BHPW
80
Beverly Hills Private Wealth
California
$249K
Wells Fargo
81
Wells Fargo
California
$240K
AllianceBernstein
82
AllianceBernstein
Tennessee
$238K
SSA
83
Schonfeld Strategic Advisors
New York
$235K
CC
84
Commons Capital
Massachusetts
$222K
PCM
85
Prelude Capital Management
New York
$193K
MML Investors Services
86
MML Investors Services
Massachusetts
$190K
DADC
87
D.A. Davidson & Co
Montana
$188K
SRL
88
Scientech Research LLC
New Jersey
$186K
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K
P
90
&Partners
Tennessee
$183K
PWS
91
Precision Wealth Strategies
Missouri
$173K
Truist Financial
92
Truist Financial
North Carolina
$158K
WI
93
WrapManager Inc
California
$156K
Wellington Management Group
94
Wellington Management Group
Massachusetts
$147K
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$141K
Asset Management One
96
Asset Management One
Japan
$133K
VPIM
97
Vanguard Personalized Indexing Management
California
$130K
GI
98
GAMMA Investing
California
$127K
ASN
99
Advisory Services Network
Georgia
$127K
PWP
100
Pursue Wealth Partners
California
$126K