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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
Optiver Holding
126
Optiver Holding
Netherlands
$2.34K -$219 -12 -9%
C
127
Covestor
United Kingdom
$2K -$164 -9 -7%
PWMG
128
Private Wealth Management Group
New Jersey
$1.7K +$1.69K +93 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.61K +$1.6K +88 New
AAP
130
Arax Advisory Partners
Colorado
$1.59K -$18.5K -1,015 -92%
MCM
131
MAI Capital Management
Ohio
$676 +$674 +37 New
TWD
132
True Wealth Design
Ohio
$549 +$219 +12 +67%
SIC
133
SJS Investment Consulting
Ohio
$530 +$528 +29 New
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$475 -$237 -13 -33%
IA
135
IFP Advisors
Florida
$402 -$146 -8 -27%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$91 +$91 +5 New
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$73
SS
138
SBI Securities
Japan
$73
SAM
139
Smartleaf Asset Management
Massachusetts
$18
Federated Hermes
140
Federated Hermes
Pennsylvania
-$1.04M -54,497 Closed
SMH
141
Sanders Morris Harris
Texas
-$920K -48,000 Closed
Squarepoint
142
Squarepoint
New York
-$861K -44,911 Closed
HF
143
HRT Financial
New York
-$730K -40,083 Closed
MIM
144
Meixler Investment Management
Arizona
-$512K -26,711 Closed
Belvedere Trading
145
Belvedere Trading
Illinois
-$499K -26,021 Closed
Two Sigma Advisers
146
Two Sigma Advisers
New York
-$314K -16,400 Closed
EGM
147
Engineers Gate Manager
New York
-$276K -14,380 Closed
Creative Planning
148
Creative Planning
Kansas
-$204K -10,667 Closed
MCP
149
Militia Capital Partners
Nevada
-$196K -10,200 Closed
RC
150
Rangeley Capital
Connecticut
-$192K -10,000 Closed