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Tiptree Inc

137 hedge funds and large institutions have $343M invested in Tiptree Inc in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,114% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $219K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $311M → $343M (+$31.5M)

9% more funds holding

Funds holding: 126137 (+11)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

2.31% less ownership

Funds ownership: 40.26%37.95% (-2.3%)

Holders
137
Holders Change
+11
Holders Change %
+8.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
48
Reduced
49
Closed
12
Calls
$4.85M
Puts
$219K
Net Calls
+$4.63M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tectonic Advisors
Texas
$760K +$50.8K +2,387 +8%
RA
52
Raffles Associates
New York
$742K
UBS AM
53
UBS AM
Illinois
$714K +$3.74K +176 +0.6%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$674K +$132K +6,186 +28%
MIM
55
Meixler Investment Management
Arizona
$651K -$5.1K -240 -0.9%
SIA
56
SkyView Investment Advisors
New Jersey
$645K +$2.79K +131 +0.5%
CSS
57
Cubist Systematic Strategies
Connecticut
$641K +$566K +26,598 New
SOW
58
State of Wyoming
Wyoming
$629K -$114K -5,355 -17%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$621K -$12.1K -569 -2%
AllianceBernstein
60
AllianceBernstein
Tennessee
$611K +$38.3K +1,803 +8%
Jane Street
61
Jane Street
New York
$602K +$300K +14,111 +130%
American Century Companies
62
American Century Companies
Missouri
$587K +$518K +24,376 New
VCM
63
Voleon Capital Management
California
$567K +$56.3K +2,650 +13%
Citigroup
64
Citigroup
New York
$550K +$15.1K +708 +3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$539K
Legal & General Group
66
Legal & General Group
United Kingdom
$533K -$3.27K -154 -0.7%
PP
67
PDT Partners
New York
$523K +$48.1K +2,263 +12%
Wells Fargo
68
Wells Fargo
California
$515K +$155K +7,311 +52%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$508K +$4K +188 +0.9%
NI
70
NFC Investments
Tennessee
$500K -$25.5K -1,200 -5%
SMH
71
Sanders Morris Harris
Texas
$482K -$106K -5,000 -20%
SG Americas Securities
72
SG Americas Securities
New York
$452K +$70.1K +3,296 +21%
Deutsche Bank
73
Deutsche Bank
Germany
$451K -$170K -7,982 -30%
AWS
74
Atria Wealth Solutions
New York
$428K -$19.1K -900 -5%
AQR Capital Management
75
AQR Capital Management
Connecticut
$424K +$374K +17,583 New

TIPT Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2025, worth a combined $343M — up 10% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.51M. The largest seller was Cannell Capital, cutting an estimated $8.42M.

  • 137 institutional investors held Tiptree Inc (TIPT) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $343M of Tiptree Inc stock for Q1 2025, up 10% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2025 and 12 closed out, a net change of +11 holders.
  • The largest Tiptree Inc buyer in Q1 2025 was Kennedy Capital Management, an estimated $3.51M added.
  • The largest Tiptree Inc seller in Q1 2025 was Cannell Capital, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2025.