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Tiptree Inc

137 hedge funds and large institutions have $343M invested in Tiptree Inc in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,114% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $219K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $311M → $343M (+$31.5M)

9% more funds holding

Funds holding: 126137 (+11)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

2.31% less ownership

Funds ownership: 40.26%37.95% (-2.3%)

Holders
137
Holders Change
+11
Holders Change %
+8.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
48
Reduced
49
Closed
12
Calls
$4.85M
Puts
$219K
Net Calls
+$4.63M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Versant Capital Management
Arizona
$2.84K +$2.51K +118 New
GI
127
GAMMA Investing
California
$2.5K +$1.72K +81 +352%
EWA
128
EverSource Wealth Advisors
Alabama
$2.48K +$276 +13 +14%
PD
129
Point72 (DIFC)
United Arab Emirates
$2.31K +$2.04K +96 New
LC
130
Lindbrook Capital
California
$675
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$626
PFBT
132
Parkside Financial Bank & Trust
Missouri
$603 +$532 +25 New
T
133
Transce3nd
Texas
$410
AF
134
Allworth Financial
California
$408 -$128 -6 -25%
SC
135
Stephens Consulting
Michigan
$362 +$319 +15 New
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$96
SS
137
SBI Securities
Japan
$96 +$85 +4 New
NSIM
138
North Star Investment Management
Illinois
-$1.4M -66,900 Closed
PCM
139
Prelude Capital Management
New York
-$1.37M -65,504 Closed
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
-$414K -19,824 Closed
OAM
141
Oppenheimer Asset Management
New York
-$280K -13,400 Closed
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
-$228K -10,919 Closed
CM
143
Caption Management
Oklahoma
-$170K -8,168 Closed
A
144
AlphaQuest
New York
-$117K -5,614 Closed
ACM
145
Aquatic Capital Management
Illinois
-$84.7K -4,061 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$76.5K -3,669 Closed
S
147
SignatureFD
Georgia
-$1.65K -79 Closed
Simplex Trading
148
Simplex Trading
Illinois
-$1.43K -67 Closed
CA
149
CoreCap Advisors
Michigan
-$939 -45 Closed

TIPT Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2025, worth a combined $343M — up 10% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.51M. The largest seller was Cannell Capital, cutting an estimated $8.42M.

  • 137 institutional investors held Tiptree Inc (TIPT) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $343M of Tiptree Inc stock for Q1 2025, up 10% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2025 and 12 closed out, a net change of +11 holders.
  • The largest Tiptree Inc buyer in Q1 2025 was Kennedy Capital Management, an estimated $3.51M added.
  • The largest Tiptree Inc seller in Q1 2025 was Cannell Capital, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2025.