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Tiptree Inc

142 hedge funds and large institutions have $261M invested in Tiptree Inc in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 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 funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

22% less capital invested

Capital invested by funds: $337M → $261M (-$75.5M)

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
142
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 +$6.77M
2 +$2.09M
3 +$2.01M
4
HA
Heartland Advisors
Wisconsin
+$1.87M
5
GF
Gabelli Funds
New York
+$1.74M

Top Sellers

1 -$19M
2 -$3.29M
3 -$2.14M
4
BlackRock
BlackRock
New York
-$1.86M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$81K
PAS
102
Point72 Asia (Singapore)
Singapore
$79.7K
KK
103
KLP Kapitalforvaltning
Norway
$76.7K
CCM
104
Copeland Capital Management
Pennsylvania
$51.3K
AIP
105
Ameritas Investment Partners
Nebraska
$44.3K
SPIA
106
Steward Partners Investment Advisory
New York
$43.4K
SOADOR
107
State of Alaska Department of Revenue
Alaska
$35K
PD
108
Point72 (DIFC)
United Arab Emirates
$29.3K
TRCT
109
Tower Research Capital (TRC)
New York
$29.2K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$26.4K
Canada Life
111
Canada Life
Manitoba, Canada
$23K
SCM
112
Sterling Capital Management
North Carolina
$22.5K
Macquarie Group
113
Macquarie Group
Australia
$21.9K
Osaic Holdings
114
Osaic Holdings
Arizona
$21.7K
AAP
115
Arax Advisory Partners
Colorado
$21.1K
QT
116
Quantbot Technologies
New York
$19K
AB
117
Amalgamated Bank
New York
$17K
RIL
118
Rothschild Investment LLC
Illinois
$15K
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$8K
GI
120
GAMMA Investing
California
$6.48K
HCA
121
Harbor Capital Advisors
Illinois
$6K
EWA
122
EverSource Wealth Advisors
Alabama
$5.92K
VCM
123
Versant Capital Management
Arizona
$5.85K
ACM
124
Aster Capital Management
United Arab Emirates
$4.66K
RWM
125
Rialto Wealth Management
New York
$4.22K