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55 hedge funds and large institutions have $14.5M invested in Upexi in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $801K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.11% less ownership

Funds ownership: 28.4%21.28% (-7.1%)

15% less funds holding

Funds holding: 6555 (-10)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

52% less capital invested

Capital invested by funds: $30.1M → $14.5M (-$15.6M)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
55
Holders Change
-10
Holders Change %
-15.38%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
9
Reduced
19
Closed
21
Calls
$2.82M
Puts
$801K
Net Calls
+$2.02M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$3.34M +$4.53M +3,382,602 New
ACM
2
Arrington Capital Management
Florida
$2.72M
MI
3
MMCAP International
Cayman Islands
$2.29M
Osaic Holdings
4
Osaic Holdings
Arizona
$768K +$443K +330,911 +74%
UBS Group
5
UBS Group
Switzerland
$755K +$383K +285,891 +60%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$689K -$95.2K -71,004 -9%
BlackRock
7
BlackRock
New York
$671K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$531K +$52.1K +38,907 +8%
HF
9
HRT Financial
New York
$411K +$560K +417,849 New
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$323K +$440K +327,983 New
Millennium Management
11
Millennium Management
New York
$290K -$740K -552,361 -65%
State Street
12
State Street
Massachusetts
$189K
Jane Street
13
Jane Street
New York
$188K -$950K -709,131 -79%
QT
14
Quantbot Technologies
New York
$122K +$165K +123,419 New
OAC
15
OMERS Administration Corp
Ontario, Canada
$119K +$26.3K +19,600 +19%
XT
16
XTX Topco
Cayman Islands
$118K -$44.8K -33,419 -22%
Northern Trust
17
Northern Trust
Illinois
$107K +$25K +18,630 +21%
JDLA
18
J. Derek Lewis & Associates
California
$95.6K -$73.7K -55,000 -36%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$80.8K -$39.3K -29,300 -26%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$70.1K -$449K -335,168 -83%
PFPG
21
Pinnacle Financial Partners (Georgia)
Georgia
$69.7K
Group One Trading
22
Group One Trading
Illinois
$69K -$883K -658,899 -90%
MFA
23
Millington Financial Advisors
Illinois
$54K
EGM
24
Engineers Gate Manager
New York
$52.1K -$90.5K -67,536 -56%
IMC Chicago
25
IMC Chicago
Illinois
$47.4K +$64.4K +48,070 New

UPXI Hedge Fund Activity: Q1 2026 in Review

55 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q1 2026, worth a combined $14.5M — down 52% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UPXI and 13 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was HRT Financial, opening a new position worth an estimated $560K. The largest seller was Marex Group, exiting entirely with an estimated $4.21M sold.

  • 55 institutional investors held Upexi (UPXI) as of Q1 2026, down from 65 in Q4 2025.
  • Funds reported $14.5M of Upexi stock for Q1 2026, down 52% quarter-over-quarter.
  • 13 funds opened new Upexi positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest Upexi buyer in Q1 2026 was HRT Financial, an estimated $560K added.
  • The largest Upexi seller in Q1 2026 was Marex Group, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2026.