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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
SIC
151
SJS Investment Consulting
Ohio
$1.22K
SWP
152
Strategic Wealth Partners
Ohio
$1.06K +$1.06K +111 New
RF
153
Rossby Financial
Florida
$1.01K
NA
154
NewEdge Advisors
Louisiana
$956
TRCT
155
Tower Research Capital (TRC)
New York
$679 -$14.6K -1,533 -96%
PWA
156
Physician Wealth Advisors
Utah
$526 +$525 +55 New
CIAM
157
Caitong International Asset Management
Hong Kong
$182 -$21.4K -2,244 -99%
CA
158
CoreCap Advisors
Michigan
$10
Optiver Holding
159
Optiver Holding
Netherlands
$10 +$10 +1 New
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
-$8.36M -783,595 Closed
Voloridge Investment Management
161
Voloridge Investment Management
Florida
-$7.18M -672,766 Closed
F1I
162
Fund 1 Investments
Puerto Rico
-$5.63M -527,911 Closed
SFI
163
Susquehanna Fundamental Investments
Pennsylvania
-$3.85M -360,831 Closed
William Blair Investment Management
164
William Blair Investment Management
Illinois
-$3.79M -355,392 Closed
Ameriprise
165
Ameriprise
Minnesota
-$2.92M -274,654 Closed
PCMH
166
Polymer Capital Management (HK)
Hong Kong
-$2.64M -247,228 Closed
MCP
167
Militia Capital Partners
Nevada
-$1.34M -140,000 Closed
MIC
168
Maxi Investments CY
Cyprus
-$1.08M -101,000 Closed
HT
169
Headlands Technologies
Illinois
-$679K -63,601 Closed
CC
170
Centiva Capital
New York
-$659K -61,800 Closed
IWC
171
Integrated Wealth Concepts
Massachusetts
-$371K -34,747 Closed
DADC
172
D.A. Davidson & Co
Montana
-$288K -27,000 Closed
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
-$222K -20,850 Closed
MML Investors Services
174
MML Investors Services
Massachusetts
-$193K -18,075 Closed
TI
175
Tidal Investments
Wisconsin
-$187K -17,490 Closed