TIGR

UP Fintech Holding

132 hedge funds and large institutions have $679M invested in UP Fintech Holding in 2025 Q2 according to their latest regulatory filings, with 26 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

8% more funds holding

Funds holding: 122132 (+10)

11% less call options, than puts

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

Holders
132
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
ASN
101
Advisory Services Network
Georgia
$127K
PWP
102
Pursue Wealth Partners
California
$126K
BPW
103
Bingham Private Wealth
California
$123K
IC
104
IEQ Capital
California
$123K
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$121K
WAG
106
Wallace Advisory Group
California
$116K
Legal & General Group
107
Legal & General Group
United Kingdom
$112K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$109K
FRM
109
Fox Run Management
Connecticut
$103K
AIMCA
110
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$101K
WSFS
111
Wilmington Savings Fund Society
Delaware
$96.5K
Deutsche Bank
112
Deutsche Bank
Germany
$85.9K
SAM
113
Shell Asset Management
Netherlands
$66K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$63K
SS
115
SBI Securities
Japan
$61.6K
FHA
116
First Horizon Advisors
Tennessee
$52.4K
CIAM
117
Caitong International Asset Management
Hong Kong
$49.2K
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$40.5K
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$34.3K
Raymond James Financial
120
Raymond James Financial
Florida
$32.8K
EWA
121
EverSource Wealth Advisors
Alabama
$23.3K
Lazard Asset Management
122
Lazard Asset Management
New York
$6K
OWP
123
ORG Wealth Partners
Texas
$5.71K
CPG
124
Cornerstone Planning Group
New Jersey
$3.08K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$2.98K