TIGR

UP Fintech Holding

152 hedge funds and large institutions have $765M invested in UP Fintech Holding in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 56 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: $ → $

0.69% more ownership

Funds ownership: 39.03%39.72% (+0.69%)

21% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 56

37% less call options, than puts

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

Holders
152
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
FFA
126
Farther Finance Advisors
California
$89.8K
SS
127
SBI Securities
Japan
$82.6K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$82K
QT
129
Quantbot Technologies
New York
$75.2K
BC
130
Bayforest Capital
United Kingdom
$66.2K
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$47.1K
EWA
132
EverSource Wealth Advisors
Alabama
$25.7K
HCM
133
Hollencrest Capital Management
California
$24.4K
CIAM
134
Caitong International Asset Management
Hong Kong
$24.1K
SAM
135
Shell Asset Management
Netherlands
$23K
BWL
136
Bogart Wealth LLC
Virginia
$19.9K
TRCT
137
Tower Research Capital (TRC)
New York
$17.1K
Loomis, Sayles & Company
138
Loomis, Sayles & Company
Massachusetts
$16.4K
RhumbLine Advisers
139
RhumbLine Advisers
Massachusetts
$15.4K
LFG
140
Larson Financial Group
Missouri
$6.48K
OWP
141
ORG Wealth Partners
Texas
$6.27K
RFG
142
REAP Financial Group
Texas
$5.33K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95K
BTI
144
Blue Trust Inc
Georgia
$2.99K
QWM
145
Quaker Wealth Management
New Jersey
$2.13K
SIC
146
SJS Investment Consulting
Ohio
$1.36K
RF
147
Rossby Financial
Florida
$1.12K
CPG
148
Cornerstone Planning Group
New Jersey
$1.1K
NA
149
NewEdge Advisors
Louisiana
$1.07K
BBHC
150
Brown Brothers Harriman & Co
New York
$864