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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
AI
151
Atria Investments
North Carolina
-$465K -48,634 Closed
QC
152
Quadrature Capital
United Kingdom
-$387K -40,493 Closed
WG
153
Winton Group
United Kingdom
-$357K -37,300 Closed
BMCM
154
Burns Matteson Capital Management
New York
-$328K -34,270 Closed
PCS
155
Personal CFO Solutions
New Jersey
-$309K -32,372 Closed
OAM
156
Oxford Asset Management
United Kingdom
-$232K -24,316 Closed
CIBC World Market
157
CIBC World Market
Ontario, Canada
-$217K -22,654 Closed
BHPW
158
Beverly Hills Private Wealth
California
-$213K -22,243 Closed
Raymond James Financial
159
Raymond James Financial
Florida
-$189K -19,771 Closed
Truist Financial
160
Truist Financial
North Carolina
-$174K -18,165 Closed
P
161
&Partners
Tennessee
-$166K -17,343 Closed
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
-$165K -17,223 Closed
SA
163
Sanctuary Advisors
Indiana
-$137K -14,306 Closed
Acadian Asset Management
164
Acadian Asset Management
Massachusetts
-$127K -13,377 Closed
JWCA
165
J.W. Cole Advisors
Florida
-$127K -13,315 Closed
BPW
166
Bingham Private Wealth
California
-$121K -12,659 Closed
AWAU
167
Alliance Wealth Advisors (Utah)
Utah
-$120K -12,598 Closed
WI
168
WrapManager Inc
California
-$105K -10,981 Closed
SWTS
169
Stonehaven Wealth & Tax Solutions
Wisconsin
-$99.7K -10,433 Closed
BIG
170
Brooklyn Investment Group
New York
-$94.2K -10,363 Closed
AFS
171
AFG Fiduciary Services
Massachusetts
-$104K -10,000 Closed
WSFS
172
Wilmington Savings Fund Society
Delaware
-$95.6K -10,000 Closed
CWMS
173
CFG Wealth Management Services
Indiana
-$76.5K -8,000 Closed
QT
174
Quantbot Technologies
New York
-$42.1K -4,403 Closed
GM
175
GeoWealth Management
Illinois
-$34.8K -3,642 Closed