TIGR

UP Fintech Holding

130 hedge funds and large institutions have $660M invested in UP Fintech Holding in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.74%
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
50
Reduced
40
Closed
17
Calls
$172M
Puts
$200M
Net Calls
-$29M
Net Calls Change
-$41.4M
Name Market Value Shares Shares
Change
Shares
Change %
BPW
101
Bingham Private Wealth
California
$123K 12,752 +2,219 +21%
IC
102
IEQ Capital
California
$123K 12,701
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$121K 12,562
WAG
104
Wallace Advisory Group
California
$116K 13,506 -166 -1%
Legal & General Group
105
Legal & General Group
United Kingdom
$112K 11,594
Jones Financial Companies
106
Jones Financial Companies
Missouri
$109K 11,542 +11,517 +46,068%
FRM
107
Fox Run Management
Connecticut
$103K 10,662 +10,662 New
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$101K 10,500
WSFS
109
Wilmington Savings Fund Society
Delaware
$96.5K 10,000 +10,000 New
Osaic Holdings
110
Osaic Holdings
Arizona
$89.1K 12,066 +3,496 +41%
Deutsche Bank
111
Deutsche Bank
Germany
$85.9K 8,902 +2,956 +50%
SAM
112
Shell Asset Management
Netherlands
$66K 6,828
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$63K 6,548 -8,708 -57%
SS
114
SBI Securities
Japan
$61.6K 6,382 +1,179 +23%
FHA
115
First Horizon Advisors
Tennessee
$52.4K 5,433 +5,433 New
CIAM
116
Caitong International Asset Management
Hong Kong
$49.2K 5,094 +3,427 +206%
RhumbLine Advisers
117
RhumbLine Advisers
Massachusetts
$40.5K 4,202 -1,710 -29%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$34.3K 3,556 -23 -0.6%
Raymond James Financial
119
Raymond James Financial
Florida
$32.8K 3,400 +3,400 New
EWA
120
EverSource Wealth Advisors
Alabama
$23.3K 2,411 -538 -18%
Lazard Asset Management
121
Lazard Asset Management
New York
$6K 686 +142 +26%
OWP
122
ORG Wealth Partners
Texas
$5.71K 606
CPG
123
Cornerstone Planning Group
New Jersey
$3.08K 309
Russell Investments Group
124
Russell Investments Group
United Kingdom
$2.98K 309
BTI
125
Blue Trust Inc
Georgia
$2.7K 280 -1,473 -84%