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Tiptree Inc

143 hedge funds and large institutions have $337M invested in Tiptree Inc in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

4% more funds holding

Funds holding: 137143 (+6)

0.15% more ownership

Funds ownership: 37.95%38.1% (+0.15%)

2% less capital invested

Capital invested by funds: $343M → $337M (-$5.89M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

77% less call options, than puts

Call options by funds: $245K | Put options by funds: $1.05M

Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
54
Reduced
44
Closed
16
Calls
$245K
Puts
$1.05M
Net Calls
-$806K
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$53.6M -$3.38M -151,227 -6%
BlackRock
2
BlackRock
New York
$51.2M -$3.38M -151,269 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.3M +$819K +36,680 +3%
BICM
4
Breach Inlet Capital Management
South Carolina
$19M +$330K +14,766 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.7M +$182K +8,174 +1%
State Street
6
State Street
Massachusetts
$12.5M +$147K +6,580 +1%
KCM
7
Kennedy Capital Management
Missouri
$11.9M +$1.46M +65,607 +15%
RA
8
Royce & Associates
New York
$10M -$95.8K -4,290 -1%
HA
9
Heartland Advisors
Wisconsin
$7.07M
TG
10
TCW Group
California
$6.49M -$150K -6,700 -2%
Millennium Management
11
Millennium Management
New York
$5.82M +$1.76M +78,712 +47%
Citadel Advisors
12
Citadel Advisors
Florida
$5.17M +$3.3M +147,964 +208%
Morgan Stanley
13
Morgan Stanley
New York
$5.1M +$1.03M +46,116 +27%
BCM
14
Bridgeway Capital Management
Texas
$4.92M -$47.5K -2,128 -1%
Northern Trust
15
Northern Trust
Illinois
$4.8M -$422K -18,901 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.76M +$913K +40,911 +25%
Invesco
17
Invesco
Georgia
$4.7M -$977K -43,751 -18%
N
18
Nuveen
North Carolina
$4.55M -$649K -29,074 -13%
Charles Schwab
19
Charles Schwab
California
$4.29M -$29.1K -1,304 -0.7%
Jane Street
20
Jane Street
New York
$3.92M +$3.16M +141,422 +566%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$2.95M +$564K +25,275 +25%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.9M +$1.85M +83,037 +208%
EF
23
Empowered Funds
Pennsylvania
$2.79M -$47.5K -2,128 -2%
Goldman Sachs
24
Goldman Sachs
New York
$2.77M -$579K -25,945 -18%
UBS Group
25
UBS Group
Switzerland
$2.41M +$1.11M +49,825 +95%

TIPT Hedge Fund Activity: Q2 2025 in Review

143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q2 2025, worth a combined $337M — down 1.7% from $343M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 16 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.3M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $5.54M sold.

  • 143 institutional investors held Tiptree Inc (TIPT) as of Q2 2025, up from 137 in Q1 2025.
  • Funds reported $337M of Tiptree Inc stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q2 2025 and 16 closed out, a net change of +7 holders.
  • The largest Tiptree Inc buyer in Q2 2025 was Citadel Advisors, an estimated $3.3M added.
  • The largest Tiptree Inc seller in Q2 2025 was Hillsdale Investment Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2025.