We are live on ! Find out more

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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$32.2K
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$30.1K -$334K -249,059 -89%
S
28
ShariaPortfolio
Florida
$27.4K -$69.7K -52,039 -65%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$23.9K +$733 +547 +2%
QC
30
Quadrature Capital
United Kingdom
$22.8K -$454K -338,488 -94%
Goldman Sachs
31
Goldman Sachs
New York
$21.9K -$47.3K -35,264 -61%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$21K
VGA
33
Vanguard Global Advisers
Pennsylvania
$18.3K +$24.8K +18,514 New
CA
34
Clearstead Advisors
Ohio
$15.8K
JWCA
35
J.W. Cole Advisors
Florida
$14.9K
SF
36
Summit Financial
New Jersey
$13.3K +$18.1K +13,500 New
LPL Financial
37
LPL Financial
California
$13.1K -$14.9K -11,100 -46%
GVAG
38
Great Valley Advisor Group
Delaware
$11.5K
PAG
39
Private Advisor Group
New Jersey
$11.4K +$1.07K +800 +7%
STA
40
Smith Thornton Advisors
Alabama
$10.8K
CFM
41
Catalyst Funds Management
Australia
$10.3K +$14.1K +10,500 New
Mariner
42
Mariner
Kansas
$9.86K +$7 +5 +0.1%
WA
43
Waverly Advisors
Alabama
$9.86K -$4.99K -3,725 -27%
RF
44
Rossby Financial
Florida
$9.09K +$5.5K +4,100 +80%
Morgan Stanley
45
Morgan Stanley
New York
$7K -$175K -130,688 -95%
SS
46
SBI Securities
Japan
$1.74K -$90.2K -67,320 -97%
PWA
47
Portus Wealth Advisors
North Carolina
$1.57K +$2.13K +1,592 New
AW
48
Avion Wealth
Texas
$1K +$2.12K +1,581 New
MCM
49
MAI Capital Management
Ohio
$863
S
50
SignatureFD
Georgia
$111

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.