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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.6M -$1.12M -61,652 -3%
BlackRock
2
BlackRock
New York
$38.1M -$32.8K -1,803 -0.1%
VCM
3
Veradace Capital Management
Texas
$26M +$25.9M +1,423,192 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.7M +$958K +52,571 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11M +$11.8K +645 +0.1%
Millennium Management
6
Millennium Management
New York
$9.71M +$3.87M +212,430 +67%
State Street
7
State Street
Massachusetts
$9.69M +$40.3K +2,213 +0.4%
SCP
8
Steamboat Capital Partners
New York
$9.02M +$1.78M +97,474 +25%
KCM
9
Kennedy Capital Management
Missouri
$8.82M +$547 +30 +0%
RA
10
Royce & Associates
New York
$8.06M -$36.5K -2,005 -0.5%
Goldman Sachs
11
Goldman Sachs
New York
$7.37M +$5.55M +304,917 +310%
HA
12
Heartland Advisors
Wisconsin
$7.31M +$289K +15,845 +4%
Morgan Stanley
13
Morgan Stanley
New York
$5.32M +$2.03M +111,581 +62%
AG
14
Algert Global
California
$4.73M +$3.77M +207,009 +401%
TG
15
TCW Group
California
$4.46M
AQR Capital Management
16
AQR Capital Management
Connecticut
$3.93M +$1.89M +103,909 +93%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$3.83M +$1.53M +83,792 +67%
BCM
18
Bridgeway Capital Management
Texas
$3.82M
N
19
Nuveen
North Carolina
$3.82M +$430K +23,600 +13%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.53M -$430K -23,610 -11%
Charles Schwab
21
Charles Schwab
California
$3.53M +$31.5K +1,727 +0.9%
Northern Trust
22
Northern Trust
Illinois
$3.5M -$258K -14,154 -7%
Jane Street
23
Jane Street
New York
$3.25M -$87.8K -4,819 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.23M +$468K +25,704 +17%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$2.93M +$2.68M +147,240 +1,141%