30 hedge funds and large institutions have $21.6M invested in Upexi in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+24
Holders Change %
+400%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
4
Reduced
Closed
2
Calls
$1.27M
Puts
$2.28M
Net Calls
-$1.02M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2K +$1.99K +669 +22,300%
Bank of America
27
Bank of America
North Carolina
$1.07K +$1.05K +352 +5,867%
S
28
SignatureFD
Georgia
$337 +$337 +113 New
FFA
29
Farther Finance Advisors
California
$6 +$6 +2 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
-$20.9K -10,008 Closed
TRCT
31
Tower Research Capital (TRC)
New York
-$4.38K -2,096 Closed