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Tiptree Inc

142 hedge funds and large institutions have $282M invested in Tiptree Inc in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $592K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

2% more funds holding

Funds holding: 139142 (+3)

0.13% less ownership

Funds ownership: 44.08%43.95% (-0.13%)

8% less capital invested

Capital invested by funds: $305M → $282M (-$23M)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
30
Increased
45
Reduced
50
Closed
26
Calls
$1.6M
Puts
$592K
Net Calls
+$1.01M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.4M +$615K +35,954 +2%
BlackRock
2
BlackRock
New York
$34.5M -$844K -49,345 -2%
VCM
3
Veradace Capital Management
Texas
$31.2M +$7.2M +420,600 +30%
VCM
4
Vanguard Capital Management
Pennsylvania
$16.7M +$16.9M +989,326 New
SCP
5
Steamboat Capital Partners
New York
$11.7M +$3.36M +196,146 +40%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.6M +$387K +22,594 +4%
State Street
7
State Street
Massachusetts
$8.88M -$104K -6,085 -1%
KCM
8
Kennedy Capital Management
Missouri
$8.37M +$199K +11,609 +2%
HA
9
Heartland Advisors
Wisconsin
$6.77M
N
10
Nuveen
North Carolina
$6.45M +$2.95M +172,223 +82%
Millennium Management
11
Millennium Management
New York
$5.47M -$3.56M -208,238 -39%
GF
12
Gabelli Funds
New York
$5.32M +$4.13M +241,389 +329%
TG
13
TCW Group
California
$4.98M +$856K +50,000 +20%
Morgan Stanley
14
Morgan Stanley
New York
$4.67M -$262K -15,336 -5%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.62M +$2.97M +173,774 +175%
VPM
16
Vanguard Portfolio Management
Pennsylvania
$3.8M +$3.84M +224,568 New
Goldman Sachs
17
Goldman Sachs
New York
$3.76M -$3.1M -181,390 -45%
BCM
18
Bridgeway Capital Management
Texas
$3.54M
Northern Trust
19
Northern Trust
Illinois
$3.34M +$102K +5,944 +3%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$3.33M -$218K -12,766 -6%
Charles Schwab
21
Charles Schwab
California
$3.16M -$110K -6,423 -3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$3.15M +$794K +46,422 +33%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.14M +$168K +9,845 +6%
UBS Group
24
UBS Group
Switzerland
$2.86M +$1.61M +94,303 +127%
American Century Companies
25
American Century Companies
Missouri
$2.78M +$1.3M +76,010 +86%