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TIGR

UP Fintech Holding

125 hedge funds and large institutions have $352M invested in UP Fintech Holding in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $26.8M

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

7.55% less ownership

Funds ownership: 38.05%30.5% (-7.5%)

21% less funds holding

Funds holding: 159125 (-34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $656M → $352M (-$304M)

62% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 55

Holders
125
Holders Change
-34
Holders Change %
-21.38%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
21
Increased
42
Reduced
43
Closed
55
Calls
$29.7M
Puts
$26.8M
Net Calls
+$2.94M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$12.6K
BWL
102
Bogart Wealth LLC
Virginia
$11.8K
AS
103
Altshuler Shaham
Israel
$11.3K +$4.89K +600 +50%
ASN
104
Advisory Services Network
Georgia
$9.15K -$89.2K -10,952 -88%
RhumbLine Advisers
105
RhumbLine Advisers
Massachusetts
$8.33K
PA
106
Parallel Advisors
California
$7.94K +$10.3K +1,260 New
SSG
107
Summit Securities Group
New York
$6.75K +$8.73K +1,072 New
LFG
108
Larson Financial Group
Missouri
$4.2K +$187 +23 +4%
OWP
109
ORG Wealth Partners
Texas
$3.86K -$106 -13 -2%
RFG
110
REAP Financial Group
Texas
$3.15K
CIAM
111
Caitong International Asset Management
Hong Kong
$3.11K +$3.86K +474 +2,495%
DWA
112
Delos Wealth Advisors
Texas
$3.08K
RF
113
Rossby Financial
Florida
$2.9K +$2.81K +345 +325%
CPG
114
Cornerstone Planning Group
New Jersey
$2.06K
SWP
115
Strategic Wealth Partners
Ohio
$1.4K +$904 +111 +100%
BTI
116
Blue Trust Inc
Georgia
$1.39K
SAM
117
Smartleaf Asset Management
Massachusetts
$1.18K +$147 +18 +10%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1.08K -$270K -33,128 -99%
NA
119
NewEdge Advisors
Louisiana
$630
BC
120
Bayforest Capital
United Kingdom
$517 -$46.3K -5,686 -99%
BIA
121
Bell Investment Advisors
California
$498 +$643 +79 New
RFP
122
Root Financial Partners
California
$302 +$391 +48 New
FFA
123
Farther Finance Advisors
California
$109 -$12.2K -1,504 -99%
N
124
Natixis
France
$6 -$155K -18,990 -100%
CA
125
CoreCap Advisors
Michigan
$6