TIPT icon

Tiptree Inc

137 hedge funds and large institutions have $343M invested in Tiptree Inc in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+11
Holders Change %
+8.73%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
47
Reduced
49
Closed
12
Calls
$4.85M
Puts
$219K
Net Calls
+$4.63M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$58.3M -$1.89M -78,569 -3%
BlackRock
2
BlackRock
New York
$55.9M -$1.37M -57,051 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.1M +$684K +28,373 +2%
BICM
4
Breach Inlet Capital Management
South Carolina
$19M +$1.86M +77,373 +11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.8M +$421K +17,454 +3%
State Street
6
State Street
Massachusetts
$12.6M +$289K +12,015 +2%
KCM
7
Kennedy Capital Management
Missouri
$10.6M +$3.98M +165,302 +61%
RA
8
Royce & Associates
New York
$10.3M -$2.29M -94,950 -18%
HA
9
Heartland Advisors
Wisconsin
$7.23M -$602K -25,000 -8%
TG
10
TCW Group
California
$6.79M
Invesco
11
Invesco
Georgia
$5.85M -$448K -18,610 -7%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$5.54M +$188K +7,800 +4%
Northern Trust
13
Northern Trust
Illinois
$5.36M -$91.6K -3,804 -2%
NL
14
Nuveen LLC
North Carolina
$5.35M +$5.35M +221,934 New
BCM
15
Bridgeway Capital Management
Texas
$5.07M -$1.03M -42,773 -17%
Charles Schwab
16
Charles Schwab
California
$4.42M -$33.7K -1,400 -0.8%
Morgan Stanley
17
Morgan Stanley
New York
$4.1M +$280K +11,621 +7%
Millennium Management
18
Millennium Management
New York
$4.05M +$1.22M +50,738 +43%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.88M +$510K +21,163 +15%
CC
20
Cannell Capital
Wyoming
$3.58M -$9.54M -396,203 -73%
Goldman Sachs
21
Goldman Sachs
New York
$3.45M -$2.1M -87,249 -38%
EF
22
Empowered Funds
Pennsylvania
$2.91M +$53.6K +2,227 +2%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$2.4M +$352K +14,630 +17%
SCP
24
Steamboat Capital Partners
New York
$2.27M -$44K -1,826 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.14M -$147K -6,117 -6%