We are live on ! Find out more
TIGR

UP Fintech Holding

159 hedge funds and large institutions have $656M invested in UP Fintech Holding in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $119M | Put options by funds: $81.9M

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

4% more funds holding

Funds holding: 153159 (+6)

1.94% less ownership

Funds ownership: 39.99%38.05% (-1.9%)

15% less capital invested

Capital invested by funds: $770M → $656M (-$114M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
40
Reduced
70
Closed
26
Calls
$119M
Puts
$81.9M
Net Calls
+$37.2M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$372K +$371K +38,900 New
WG
77
Winton Group
United Kingdom
$357K +$356K +37,300 New
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$335K -$77.6K -8,123 -19%
N
79
Numerai
California
$329K +$328K +34,391 New
BMCM
80
Burns Matteson Capital Management
New York
$328K +$31K +3,242 +10%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$325K -$44.2K -4,631 -12%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$318K +$318K +33,299 New
MG
83
Marex Group
$315K +$157K +16,469 +100%
PCS
84
Personal CFO Solutions
New Jersey
$309K +$29.1K +3,046 +10%
SPC
85
Spirepoint Private Client
Florida
$290K +$289K +30,300 New
Squarepoint
86
Squarepoint
New York
$281K -$172K -18,018 -38%
Handelsbanken Fonder
87
Handelsbanken Fonder
Sweden
$265K +$6.68K +700 +3%
PA
88
PharVision Advisers
Florida
$241K -$415K -43,499 -63%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$233K -$542K -56,774 -70%
OAM
90
Oxford Asset Management
United Kingdom
$232K +$232K +24,316 New
AllianceBernstein
91
AllianceBernstein
Tennessee
$232K
Wells Fargo
92
Wells Fargo
California
$228K -$1.18M -123,613 -84%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$217K +$106K +11,054 +95%
BHPW
94
Beverly Hills Private Wealth
California
$213K +$1.94K +203 +0.9%
Two Sigma Investments
95
Two Sigma Investments
New York
$208K +$208K +21,751 New
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$200K -$162K -16,952 -45%
CIP
97
Cornerstone Investment Partners
Georgia
$200K +$199K +20,881 New
FRM
98
Fox Run Management
Connecticut
$197K +$196K +20,555 New
Raymond James Financial
99
Raymond James Financial
Florida
$189K -$501K -52,483 -73%
N
100
Natixis
France
$180K -$9.96K -1,043 -5%