TIGR

UP Fintech Holding

151 hedge funds and large institutions have $764M invested in UP Fintech Holding in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.7% more ownership

Funds ownership: 39.02%39.72% (+0.7%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

37% less call options, than puts

Call options by funds: $181M | Put options by funds: $289M

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$181M
Puts
$289M
Net Calls
Net Calls Change

Top Buyers

1 +$51.5M
2 +$23.1M
3 +$17.3M
4
Man Group
Man Group
United Kingdom
+$11.1M
5
Citigroup
Citigroup
New York
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
SBI Securities
Japan
$82.6K
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$82K
QT
128
Quantbot Technologies
New York
$75.2K
BC
129
Bayforest Capital
United Kingdom
$66.2K
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$47.1K
EWA
131
EverSource Wealth Advisors
Alabama
$25.7K
HCM
132
Hollencrest Capital Management
California
$24.4K
CIAM
133
Caitong International Asset Management
Hong Kong
$24.1K
SAM
134
Shell Asset Management
Netherlands
$23K
BWL
135
Bogart Wealth LLC
Virginia
$19.9K
TRCT
136
Tower Research Capital (TRC)
New York
$17.1K
Loomis, Sayles & Company
137
Loomis, Sayles & Company
Massachusetts
$16.4K
RhumbLine Advisers
138
RhumbLine Advisers
Massachusetts
$15.4K
LFG
139
Larson Financial Group
Missouri
$6.48K
OWP
140
ORG Wealth Partners
Texas
$6.27K
RFG
141
REAP Financial Group
Texas
$5.33K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95K
BTI
143
Blue Trust Inc
Georgia
$2.99K
QWM
144
Quaker Wealth Management
New Jersey
$2.13K
SIC
145
SJS Investment Consulting
Ohio
$1.36K
RF
146
Rossby Financial
Florida
$1.12K
CPG
147
Cornerstone Planning Group
New Jersey
$1.1K
NA
148
NewEdge Advisors
Louisiana
$1.07K
BBHC
149
Brown Brothers Harriman & Co
New York
$864
AssetMark Inc
150
AssetMark Inc
California
$619