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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
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$91.4K
KK
102
KLP Kapitalforvaltning
Norway
$81.2K
Citigroup
103
Citigroup
New York
$80.1K -$154K -9,012 -66%
VIA
104
Vanguard Investments Australia
Australia
$73.1K +$74K +4,323 New
LFG
105
Larson Financial Group
Missouri
$62.2K +$49.4K +2,887 +366%
SOW
106
State of Wyoming
Wyoming
$60.9K +$61.6K +3,602 New
AIP
107
Ameritas Investment Partners
Nebraska
$39.1K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$37.8K -$11.1K -648 -22%
TRCT
109
Tower Research Capital (TRC)
New York
$34.1K -$5.08K -297 -13%
Canada Life
110
Canada Life
Manitoba, Canada
$20K
SPIA
111
Steward Partners Investment Advisory
New York
$18K -$6.54K -382 -26%
Osaic Holdings
112
Osaic Holdings
Arizona
$12.9K +$8.57K +501 +193%
SCM
113
Sterling Capital Management
North Carolina
$10.2K -$7.05K -412 -41%
HCA
114
Harbor Capital Advisors
Illinois
$10K +$4.47K +261 +86%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$8K -$3.2K -187 -29%
RWM
116
Rialto Wealth Management
New York
$3.72K
EWA
117
EverSource Wealth Advisors
Alabama
$3.5K -$1.8K -105 -34%
LI
118
LRI Investments
Florida
$3.21K +$599 +35 +23%
Optiver Holding
119
Optiver Holding
Netherlands
$3.16K +$1.01K +59 +46%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.84K +$2.79K +163 +3,260%
FFA
121
Farther Finance Advisors
California
$2.5K -$2.29K -134 -47%
AA
122
Ancora Advisors
Ohio
$2.45K -$486K -28,402 -99%
ACM
123
Aster Capital Management
United Arab Emirates
$2.22K +$1.57K +92 New
AF
124
Allworth Financial
California
$2.2K -$342 -20 -13%
EP
125
Essential Partners
California
$2.12K -$1.88K -110 -47%