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Tiptree Inc

139 hedge funds and large institutions have $305M invested in Tiptree Inc in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 39

17% more capital invested

Capital invested by funds: $261M → $305M (+$43.3M)

14% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $13.3M

7.73% more ownership

Funds ownership: 36.35%44.08% (+7.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

3% less funds holding

Funds holding: 143139 (-4)

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
65
Reduced
39
Closed
20
Calls
$15.2M
Puts
$13.3M
Net Calls
+$1.92M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
101
Quarry LP
New York
$135K -$5.92K -325 -4%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$128K
SOADOR
103
State of Alaska Department of Revenue
Alaska
$110K +$77.5K +4,253 +230%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$98.6K
KK
105
KLP Kapitalforvaltning
Norway
$87.7K +$14.6K +800 +20%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$53K -$24K -1,319 -31%
AIP
107
Ameritas Investment Partners
Nebraska
$42.2K
TRCT
108
Tower Research Capital (TRC)
New York
$42.2K +$14.4K +788 +52%
SPIA
109
Steward Partners Investment Advisory
New York
$26.4K -$14.9K -819 -36%
Canada Life
110
Canada Life
Manitoba, Canada
$22K
SCM
111
Sterling Capital Management
North Carolina
$18.5K -$2.97K -163 -14%
RIL
112
Rothschild Investment LLC
Illinois
$15.7K +$1.42K +78 +10%
VCM
113
Versant Capital Management
Arizona
$15.2K +$9.56K +525 +172%
LFG
114
Larson Financial Group
Missouri
$14.4K +$12.1K +662 +525%
AB
115
Amalgamated Bank
New York
$14K -$2.33K -128 -15%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$12K +$4.68K +257 +65%
HCA
117
Harbor Capital Advisors
Illinois
$6K -$91 -5 -2%
EWA
118
EverSource Wealth Advisors
Alabama
$5.7K +$55 +3 +1%
FFA
119
Farther Finance Advisors
California
$5.19K +$5.08K +279 +5,580%
GI
120
GAMMA Investing
California
$5.1K -$1.07K -59 -17%
Osaic Holdings
121
Osaic Holdings
Arizona
$4.75K -$13.4K -733 -74%
EP
122
Essential Partners
California
$4.29K +$2.15K +118 +101%
RWM
123
Rialto Wealth Management
New York
$4.02K
LI
124
LRI Investments
Florida
$2.83K
AF
125
Allworth Financial
California
$2.74K +$565 +31 +26%