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Tiptree Inc

143 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, 61 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 38

0% more funds holding

Funds holding: 143143 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1.74% less ownership

Funds ownership: 38.1%36.35% (-1.7%)

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
143
Holders Change
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
61
Reduced
38
Closed
23
Calls
$6.09M
Puts
$16.3M
Net Calls
-$10.2M
Net Calls Change
-$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$81K +$59.1K +2,655 +172%
PAS
102
Point72 Asia (Singapore)
Singapore
$79.7K +$56.7K +2,545 +158%
KK
103
KLP Kapitalforvaltning
Norway
$76.7K
CCM
104
Copeland Capital Management
Pennsylvania
$51.3K -$579 -26 -1%
AIP
105
Ameritas Investment Partners
Nebraska
$44.3K
SPIA
106
Steward Partners Investment Advisory
New York
$43.4K -$445 -20 -0.9%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$35K +$41.2K +1,849 New
PD
108
Point72 (DIFC)
United Arab Emirates
$29.3K +$23.9K +1,072 +234%
TRCT
109
Tower Research Capital (TRC)
New York
$29.2K -$16.9K -759 -33%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$26.4K -$155K -6,954 -83%
Canada Life
111
Canada Life
Manitoba, Canada
$23K
SCM
112
Sterling Capital Management
North Carolina
$22.5K +$15.8K +708 +152%
Macquarie Group
113
Macquarie Group
Australia
$21.9K +$25.5K +1,144 New
Osaic Holdings
114
Osaic Holdings
Arizona
$21.7K +$1.63K +73 +8%
AAP
115
Arax Advisory Partners
Colorado
$21.1K +$23.6K +1,061 +2,588%
QT
116
Quantbot Technologies
New York
$19K +$22.1K +990 New
AB
117
Amalgamated Bank
New York
$17K
RIL
118
Rothschild Investment LLC
Illinois
$15K -$891 -40 -5%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$8K -$202K -9,067 -96%
GI
120
GAMMA Investing
California
$6.48K +$3.72K +167 +98%
HCA
121
Harbor Capital Advisors
Illinois
$6K +$178 +8 +3%
EWA
122
EverSource Wealth Advisors
Alabama
$5.92K -$2.52K -113 -27%
VCM
123
Versant Capital Management
Arizona
$5.85K +$4.17K +187 +158%
ACM
124
Aster Capital Management
United Arab Emirates
$4.66K +$2.63K +118 +94%
RWM
125
Rialto Wealth Management
New York
$4.22K

TIPT Hedge Fund Activity: Q3 2025 in Review

143 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q3 2025, worth a combined $261M — down 22% from $337M a quarter earlier.

Fund positioning in TIPT was balanced in Q3 2025: 23 funds opened new positions, 23 closed out, 61 added to existing stakes and 38 trimmed.

The largest buyer was Steamboat Capital Partners, adding an estimated $6.77M. The largest seller was Breach Inlet Capital Management, exiting entirely with an estimated $19M sold.

  • 143 institutional investors held Tiptree Inc (TIPT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $261M of Tiptree Inc stock for Q3 2025, down 22% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q3 2025 and 23 closed out, a net change of 0 holders.
  • The largest Tiptree Inc buyer in Q3 2025 was Steamboat Capital Partners, an estimated $6.77M added.
  • The largest Tiptree Inc seller in Q3 2025 was Breach Inlet Capital Management, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2025.