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Tiptree Inc

142 hedge funds and large institutions have $282M invested in Tiptree Inc in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $592K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

2% more funds holding

Funds holding: 139142 (+3)

0.13% less ownership

Funds ownership: 44.08%43.95% (-0.13%)

8% less capital invested

Capital invested by funds: $305M → $282M (-$23M)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
30
Increased
45
Reduced
50
Closed
26
Calls
$1.6M
Puts
$592K
Net Calls
+$1.01M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$1.76K -$3K -175 -63%
RIL
127
Rothschild Investment LLC
Illinois
$1.46K -$13.2K -772 -90%
C
128
Covestor
United Kingdom
$1K -$924 -54 -47%
BWA
129
Basecamp Wealth Advisors
Washington
$761 +$770 +45 New
MCM
130
MAI Capital Management
Ohio
$694 +$68 +4 +11%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$593 +$599 +35 New
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$440
US Bancorp
133
US Bancorp
Minnesota
$440 +$445 +26 New
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$355 +$291 +17 +425%
SIC
135
SJS Investment Consulting
Ohio
$271 -$222 -13 -45%
BWL
136
Bogart Wealth LLC
Virginia
$237 +$240 +14 New
TWD
137
True Wealth Design
Ohio
$170 -$342 -20 -67%
IA
138
IFP Advisors
Florida
$118 -$257 -15 -68%
KFAS
139
Keating Financial Advisory Services
Kansas
$118 +$120 +7 New
SS
140
SBI Securities
Japan
$68
SS
141
Sunbelt Securities
Texas
$51 +$51 +3 New
SAM
142
Smartleaf Asset Management
Massachusetts
$17
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$3.31M -193,323 Closed
HCM
144
Hodges Capital Management
Texas
-$1.62M -88,911 Closed
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$996K -54,492 Closed
Man Group
146
Man Group
United Kingdom
-$864K -47,278 Closed
Group One Trading
147
Group One Trading
Illinois
-$752K -43,968 Closed
IMC Chicago
148
IMC Chicago
Illinois
-$680K -39,739 Closed
Simplex Trading
149
Simplex Trading
Illinois
-$566K -33,069 Closed
TA
150
Tectonic Advisors
Texas
-$562K -30,759 Closed