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Upexi
UPXI

Overview Fund Activity

29 hedge funds and large institutions have $21.2M invested in Upexi in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+23
Holders Change %
+383.33%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
4
Reduced
–
Closed
2
Calls
$1M
Puts
$1.44M
Net Calls
-$434K
Net Calls Change
-$434K

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$6.54M
2
PCP
2
Pantera Capital Partners
California
$3.97M
3
NELSF
3
NewGen Equity Long/Short Fund
Cayman Islands
$1.72M
4
NAM
4
NewGen Asset Management
Ontario, Canada
$1.72M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$6.54M 2,192,983 +2,192,983 New
PCP
2
Pantera Capital Partners
California
$3.97M 1,331,804 +1,331,804 New
NELSF
3
NewGen Equity Long/Short Fund
Cayman Islands
$1.72M 577,193 +577,193 New
NAM
4
NewGen Asset Management
Ontario, Canada
$1.72M 577,193 +577,193 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49M 500,837 +500,837 New
Millennium Management
6
Millennium Management
New York
$1.15M 385,253 +385,253 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1M 335,953 +335,953 New
CF
8
Cantor Fitzgerald
New York
$969K 325,000 +325,000 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$427K 143,200 +143,200 New
Citadel Advisors
10
Citadel Advisors
Florida
$393K 131,929 +131,929 New
State Street
11
State Street
Massachusetts
$388K 130,042 +130,042 New
XT
12
XTX Topco
Cayman Islands
$249K 83,497 +83,497 New
Squarepoint
13
Squarepoint
New York
$179K 60,198 +60,198 New
Northern Trust
14
Northern Trust
Illinois
$179K 60,084 +60,084 New
Simplex Trading
15
Simplex Trading
Illinois
$168K 56,532 +56,532 New
LPL Financial
16
LPL Financial
California
$135K 45,255 +45,255 New
MFA
17
Millington Financial Advisors
Illinois
$134K 20,000 +20,000 New
Group One Trading
18
Group One Trading
Illinois
$133K 44,631 +44,631 New
UBS Group
19
UBS Group
Switzerland
$108K 36,254 +35,061 +2,939%
VF
20
Virtu Financial
New York
$59K 19,680 +19,680 New
NSIM
21
North Star Investment Management
Illinois
$44.7K 15,000 +15,000 New
Charles Schwab
22
Charles Schwab
California
$44.7K 15,000 +15,000 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42K 14,000 +14,000 New
SS
24
SBI Securities
Japan
$6.65K 2,231 +2,006 +892%
Morgan Stanley
25
Morgan Stanley
New York
$2K 672 +669 +22,300%
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