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 36 funds opening new positions, 39 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $765M → $656M (-$108M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 70

Holders
159
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
$119M
Puts
$81.9M
Net Calls
Net Calls Change

Top Sellers

1 -$31.4M
2 -$14.8M
3 -$10M
4
Jane Street
Jane Street
New York
-$9.98M
5
S2L
Sparta 24 Ltd
Israel
-$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$174K
P
102
&Partners
Tennessee
$166K
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$165K
IIA
104
IPG Investment Advisors
California
$154K
Nomura Holdings
105
Nomura Holdings
Japan
$148K
AAIS
106
ABN AMRO Investment Solutions
$143K
VPIM
107
Vanguard Personalized Indexing Management
California
$143K
SA
108
Sanctuary Advisors
Indiana
$137K
JWCA
109
J.W. Cole Advisors
Florida
$127K
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$127K
Legal & General Group
111
Legal & General Group
United Kingdom
$123K
BPW
112
Bingham Private Wealth
California
$121K
AWAU
113
Alliance Wealth Advisors (Utah)
Utah
$120K
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$120K
GI
115
GAMMA Investing
California
$120K
ASN
116
Advisory Services Network
Georgia
$119K
Osaic Holdings
117
Osaic Holdings
Arizona
$117K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$115K
Vontobel Holding
119
Vontobel Holding
Switzerland
$111K
American Century Companies
120
American Century Companies
Missouri
$109K
WI
121
WrapManager Inc
California
$105K
AFS
122
AFG Fiduciary Services
Massachusetts
$104K
SWTS
123
Stonehaven Wealth & Tax Solutions
Wisconsin
$99.7K
WSFS
124
Wilmington Savings Fund Society
Delaware
$95.6K
BIG
125
Brooklyn Investment Group
New York
$94.2K