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Tiptree Inc

139 hedge funds and large institutions have $305M invested in Tiptree Inc in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 39

17% more capital invested

Capital invested by funds: $261M → $305M (+$43.3M)

14% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $13.3M

7.73% more ownership

Funds ownership: 36.35%44.08% (+7.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

3% less funds holding

Funds holding: 143139 (-4)

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
65
Reduced
39
Closed
20
Calls
$15.2M
Puts
$13.3M
Net Calls
+$1.92M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
51
IMC Chicago
Illinois
$726K +$388K +21,282 +115%
SEI Investments
52
SEI Investments
Pennsylvania
$723K +$721K +39,577 New
PFS
53
Prospera Financial Services
Texas
$702K -$638 -35 -0.1%
Verition Fund Management
54
Verition Fund Management
Connecticut
$668K +$403K +22,096 +153%
S
55
Steadtrust
Texas
$663K +$315K +17,274 +91%
Wells Fargo
56
Wells Fargo
California
$620K +$180K +9,860 +41%
Simplex Trading
57
Simplex Trading
Illinois
$604K +$263K +14,437 +77%
TA
58
Tectonic Advisors
Texas
$562K +$22K +1,209 +4%
DAM
59
DLD Asset Management
New York
$541K +$162K +8,914 +43%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$538K -$94.6K -5,192 -15%
AA
61
Ancora Advisors
Ohio
$522K -$1.18M -64,898 -69%
SIA
62
SkyView Investment Advisors
New Jersey
$510K +$4.34K +238 +0.9%
UBS AM
63
UBS AM
Illinois
$505K +$1.64K +90 +0.3%
YIH
64
Y-Intercept (HK)
Hong Kong
$473K +$471K +25,875 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$467K
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$464K +$463K +25,407 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$456K +$27.7K +1,520 +6%
DC
68
Diametric Capital
Massachusetts
$448K +$447K +24,513 New
HSBC Holdings
69
HSBC Holdings
United Kingdom
$436K +$434K +23,844 New
NI
70
NFC Investments
Tennessee
$406K
QCM
71
Quantinno Capital Management
New York
$403K +$61.2K +3,357 +18%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$402K -$383 -21 -0.1%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$396K -$253K -13,865 -39%
BCM
74
Bluefin Capital Management
New York
$380K +$378K +20,776 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$375K +$349K +19,131 +1,390%