Upexi
UPXI
31 hedge funds and large institutions have $21.6M invested in Upexi in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
76,268% more capital invested
Capital invested by funds: $28.3K → $21.6M (+$21.6M)
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
417% more funds holding
Funds holding: 6 → 31 (+25)
18.02% more ownership
Funds ownership: 1.03% → 19.05% (+18%)
44% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $2.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$19M |
| 2 |
PCP
Pantera Capital Partners
San Francisco,
California
|
+$11.5M |
| 3 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
+$5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.33M |
| 5 |
Millennium Management
New York
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20.9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
SBI Securities
Tokyo,
Japan
| $6.65K | +$17.4K | +2,006 | +892% |
|
27
Morgan Stanley
New York
| $2K | +$5.79K | +669 | +22,300% |
|
28
Bank of America
Charlotte,
North Carolina
| $1.07K | +$3.05K | +352 | +5,867% |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| $337 | +$978 | +113 | New |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $6 | +$17 | +2 | New |
|
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$20.9K | -10,008 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$4.38K | -2,096 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$865 | +100 | New |
|
UPXI Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q2 2025, worth a combined $21.6M — up 76,268% from $28.3K a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UPXI positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $19M. The largest seller was Bank of Montreal, exiting entirely with an estimated $20.9K sold.
- 31 institutional investors held Upexi (UPXI) as of Q2 2025, up from 6 in Q1 2025.
- Funds reported $21.6M of Upexi stock for Q2 2025, up 76,268% quarter-over-quarter.
- 27 funds opened new Upexi positions in Q2 2025 and 2 closed out, a net change of +25 holders.
- The largest Upexi buyer in Q2 2025 was Kathmere Capital Management, an estimated $19M added.
- The largest Upexi seller in Q2 2025 was Bank of Montreal, an estimated $20.9K sold.
Based on aggregated 13F filings for Q2 2025.