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Tiptree Inc

126 hedge funds and large institutions have $311M invested in Tiptree Inc in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

14% more call options, than puts

Call options by funds: $33K | Put options by funds: $29K

9% more capital invested

Capital invested by funds: $286M → $311M (+$24.8M)

8% more funds holding

Funds holding: 117126 (+9)

0.49% more ownership

Funds ownership: 39.77%40.26% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
46
Reduced
39
Closed
9
Calls
$33K
Puts
$29K
Net Calls
+$4K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$76.5K +$76.8K +3,669 New
CCM
102
Copeland Capital Management
Pennsylvania
$60.7K +$921 +44 +2%
AIP
103
Ameritas Investment Partners
Nebraska
$48.2K
SPIA
104
Steward Partners Investment Advisory
New York
$48.2K +$1.36K +65 +3%
Group One Trading
105
Group One Trading
Illinois
$38.7K +$38.8K +1,856 New
TRCT
106
Tower Research Capital (TRC)
New York
$25.5K +$1.51K +72 +6%
SWM
107
Spire Wealth Management
Virginia
$25.4K
Canada Life
108
Canada Life
Manitoba, Canada
$25K
AB
109
Amalgamated Bank
New York
$17K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.65K +79 +11%
RIL
111
Rothschild Investment LLC
Illinois
$16.2K +$15.9K +760 +5,067%
SO
112
STRS Ohio
Ohio
$14.6K
SCM
113
Sterling Capital Management
North Carolina
$13.1K +$11.5K +550 +705%
HCA
114
Harbor Capital Advisors
Illinois
$5K +$1.11K +53 +28%
C
115
Covestor
United Kingdom
$3K +$1.97K +94 +147%
EWA
116
EverSource Wealth Advisors
Alabama
$1.88K +$544 +26 +41%
S
117
SignatureFD
Georgia
$1.65K
Simplex Trading
118
Simplex Trading
Illinois
$1K +$1.4K +67 New
CA
119
CoreCap Advisors
Michigan
$939 +$942 +45 New
LC
120
Lindbrook Capital
California
$584
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$542 +$544 +26 New
AF
122
Allworth Financial
California
$481 +$126 +6 +33%
GI
123
GAMMA Investing
California
$480 +$63 +3 +15%
T
124
Transce3nd
Texas
$355 +$356 +17 New
Osaic Holdings
125
Osaic Holdings
Arizona
$271

TIPT Hedge Fund Activity: Q4 2024 in Review

126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2024, worth a combined $311M — up 8.7% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPT positions and 9 closed out — a net gain of 10 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $4.38M. The largest seller was Cannell Capital, cutting an estimated $4.45M.

  • 126 institutional investors held Tiptree Inc (TIPT) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $311M of Tiptree Inc stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 19 funds opened new Tiptree Inc positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Tiptree Inc buyer in Q4 2024 was BlackRock, an estimated $4.38M added.
  • The largest Tiptree Inc seller in Q4 2024 was Cannell Capital, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2024.