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Tiptree Inc

138 hedge funds and large institutions have $260M invested in Tiptree Inc in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

Capital invested by funds: $337M → $260M (-$76.1M)

63% less call options, than puts

Call options by funds: $6.09M | Put options by funds: $16.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.09M
Puts
$16.3M
Net Calls
Net Calls Change

Top Buyers

1 +$5.82M
2 +$1.8M
3 +$1.73M
4
HA
Heartland Advisors
Wisconsin
+$1.61M
5
GF
Gabelli Funds
New York
+$1.5M

Top Sellers

1 -$19M
2 -$2.83M
3 -$1.84M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.66M
5
BlackRock
BlackRock
New York
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KK
101
KLP Kapitalforvaltning
Norway
$76.7K
CCM
102
Copeland Capital Management
Pennsylvania
$51.3K
AIP
103
Ameritas Investment Partners
Nebraska
$44.3K
SPIA
104
Steward Partners Investment Advisory
New York
$43.4K
SOADOR
105
State of Alaska Department of Revenue
Alaska
$35K
PD
106
Point72 (DIFC)
United Arab Emirates
$29.3K
TRCT
107
Tower Research Capital (TRC)
New York
$29.2K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$26.4K
Canada Life
109
Canada Life
Manitoba, Canada
$23K
SCM
110
Sterling Capital Management
North Carolina
$22.5K
Macquarie Group
111
Macquarie Group
Australia
$21.9K
Osaic Holdings
112
Osaic Holdings
Arizona
$21.7K
AAP
113
Arax Advisory Partners
Colorado
$21.1K
QT
114
Quantbot Technologies
New York
$19K
AB
115
Amalgamated Bank
New York
$17K
RIL
116
Rothschild Investment LLC
Illinois
$15K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$8K
GI
118
GAMMA Investing
California
$6.48K
HCA
119
Harbor Capital Advisors
Illinois
$6K
EWA
120
EverSource Wealth Advisors
Alabama
$5.92K
VCM
121
Versant Capital Management
Arizona
$5.85K
ACM
122
Aster Capital Management
United Arab Emirates
$4.66K
RWM
123
Rialto Wealth Management
New York
$4.22K
PE
124
Point72 Europe
United Kingdom
$3.35K
LI
125
LRI Investments
Florida
$2.97K