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
Truist Financial
101
Truist Financial
North Carolina
$174K -$89.6K -9,387 -34%
P
102
&Partners
Tennessee
$166K -$1.14K -119 -0.7%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$165K +$164K +17,223 New
IIA
104
IPG Investment Advisors
California
$154K +$154K +16,150 New
Nomura Holdings
105
Nomura Holdings
Japan
$148K +$148K +15,500 New
AAIS
106
ABN AMRO Investment Solutions
$143K -$34.4K -3,600 -19%
VPIM
107
Vanguard Personalized Indexing Management
California
$143K +$9.95K +1,042 +7%
SA
108
Sanctuary Advisors
Indiana
$137K +$11.1K +1,159 +9%
JWCA
109
J.W. Cole Advisors
Florida
$127K -$14.9K -1,565 -11%
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$127K -$2.48M -260,071 -95%
Legal & General Group
111
Legal & General Group
United Kingdom
$123K +$12.1K +1,270 +11%
BPW
112
Bingham Private Wealth
California
$121K +$121K +12,659 New
AWAU
113
Alliance Wealth Advisors (Utah)
Utah
$120K -$19.2K -2,016 -14%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$120K
GI
115
GAMMA Investing
California
$120K -$7.45K -780 -6%
ASN
116
Advisory Services Network
Georgia
$119K -$678 -71 -0.6%
Osaic Holdings
117
Osaic Holdings
Arizona
$117K -$441K -46,185 -79%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$115K -$8.83K -925 -7%
Vontobel Holding
119
Vontobel Holding
Switzerland
$111K +$111K +11,624 New
American Century Companies
120
American Century Companies
Missouri
$109K +$109K +11,452 New
WI
121
WrapManager Inc
California
$105K -$7.25K -759 -6%
AFS
122
AFG Fiduciary Services
Massachusetts
$104K -$16.7K -1,750 -15%
SWTS
123
Stonehaven Wealth & Tax Solutions
Wisconsin
$99.7K +$99.6K +10,433 New
WSFS
124
Wilmington Savings Fund Society
Delaware
$95.6K -$57.3K -6,000 -38%
BIG
125
Brooklyn Investment Group
New York
$94.2K +$98.9K +10,363 New