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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$58.3M -$1.67M -78,569 -3%
BlackRock
2
BlackRock
New York
$55.9M -$1.21M -57,051 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.1M +$603K +28,373 +2%
BICM
4
Breach Inlet Capital Management
South Carolina
$19M +$1.65M +77,373 +11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.8M +$371K +17,454 +3%
State Street
6
State Street
Massachusetts
$12.6M +$255K +12,015 +2%
KCM
7
Kennedy Capital Management
Missouri
$10.6M +$3.51M +165,302 +61%
RA
8
Royce & Associates
New York
$10.3M -$2.02M -94,950 -18%
HA
9
Heartland Advisors
Wisconsin
$7.23M -$532K -25,000 -8%
TG
10
TCW Group
California
$6.79M
Invesco
11
Invesco
Georgia
$5.85M -$396K -18,610 -7%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$5.54M +$166K +7,800 +4%
Northern Trust
13
Northern Trust
Illinois
$5.36M -$80.9K -3,804 -2%
N
14
Nuveen
North Carolina
$5.35M +$297K +13,961 +7%
BCM
15
Bridgeway Capital Management
Texas
$5.07M -$910K -42,773 -17%
Charles Schwab
16
Charles Schwab
California
$4.42M -$29.8K -1,400 -0.8%
Morgan Stanley
17
Morgan Stanley
New York
$4.1M +$247K +11,621 +7%
Millennium Management
18
Millennium Management
New York
$4.05M +$1.08M +50,738 +43%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.88M +$450K +21,163 +15%
CC
20
Cannell Capital
Wyoming
$3.58M -$8.42M -396,203 -73%
Goldman Sachs
21
Goldman Sachs
New York
$3.45M -$1.86M -87,249 -38%
EF
22
Empowered Funds
Pennsylvania
$2.91M +$47.4K +2,227 +2%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$2.4M +$311K +14,630 +17%
SCP
24
Steamboat Capital Partners
New York
$2.27M -$38.8K -1,826 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.14M -$130K -6,117 -6%

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.