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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
CWMS
126
CFG Wealth Management Services
Indiana
$76.5K +$76.4K +8,000 New
Deutsche Bank
127
Deutsche Bank
Germany
$58.1K -$27K -2,829 -32%
BC
128
Bayforest Capital
United Kingdom
$55.1K -$4.18K -438 -7%
SS
129
SBI Securities
Japan
$53.1K -$20.8K -2,179 -28%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$49K -$24.4K -2,554 -33%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$42.9K +$659 +69 +2%
QT
132
Quantbot Technologies
New York
$42.1K -$25.2K -2,641 -37%
GM
133
GeoWealth Management
Illinois
$34.8K +$34.8K +3,642 New
EWA
134
EverSource Wealth Advisors
Alabama
$24.9K +$1.83K +192 +8%
Barclays
135
Barclays
United Kingdom
$23.9K -$1.19M -124,534 -98%
CFB
136
Cullen/Frost Bankers
Texas
$19.1K +$19.1K +2,000 New
BWL
137
Bogart Wealth LLC
Virginia
$17.9K
QL
138
Quarry LP
New York
$16.3K -$92.4K -9,675 -85%
FFA
139
Farther Finance Advisors
California
$14.5K -$65.8K -6,896 -82%
RhumbLine Advisers
140
RhumbLine Advisers
Massachusetts
$12.6K -$1.19K -125 -9%
AS
141
Altshuler Shaham
Israel
$11.5K +$11.5K +1,200 New
LFG
142
Larson Financial Group
Missouri
$6.15K +$344 +36 +6%
OWP
143
ORG Wealth Partners
Texas
$5.98K +$363 +38 +6%
RFG
144
REAP Financial Group
Texas
$4.78K
DWA
145
Delos Wealth Advisors
Texas
$4.67K +$4.66K +488 New
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54K
CPG
147
Cornerstone Planning Group
New Jersey
$2.71K +$2.41K +252 +442%
SEP
148
Signature Equity Partners
Ohio
$2.27K +$2.26K +237 New
BTI
149
Blue Trust Inc
Georgia
$2.11K -$563 -59 -21%
SAM
150
Smartleaf Asset Management
Massachusetts
$1.68K +$1.68K +176 New