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69 hedge funds and large institutions have $89.2M invested in Upexi in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

313% more capital invested

Capital invested by funds: $21.6M → $89.2M (+$67.6M)

123% more funds holding

Funds holding: 3169 (+38)

101% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $29.2M

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

7.23% more ownership

Funds ownership: 19.05%26.28% (+7.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+38
Holders Change %
+122.58%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
15
Reduced
8
Closed
5
Calls
$58.5M
Puts
$29.2M
Net Calls
+$29.4M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
26
Capital Fund Management (CFM)
France
$347K +$366K +60,139 New
VF
27
Virtu Financial
New York
$233K +$126K +20,783 +106%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$203K +$214K +35,108 New
SSA
29
Schonfeld Strategic Advisors
New York
$194K +$205K +33,706 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$181K +$105K +17,325 +124%
XT
31
XTX Topco
Cayman Islands
$181K -$317K -52,198 -63%
SG Americas Securities
32
SG Americas Securities
New York
$177K +$186K +30,645 New
Goldman Sachs
33
Goldman Sachs
New York
$161K +$170K +27,927 New
Squarepoint
34
Squarepoint
New York
$156K -$201K -33,125 -55%
SF
35
Synovus Financial
Georgia
$145K +$153K +25,100 New
RF
36
Rossby Financial
Florida
$142K +$133K +21,800 New
Osaic Holdings
37
Osaic Holdings
Arizona
$133K +$95.5K +15,696 +512%
MFA
38
Millington Financial Advisors
Illinois
$130K
CS
39
Clear Street
New York
$104K +$110K +18,100 New
Nomura Holdings
40
Nomura Holdings
Japan
$104K +$109K +18,000 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$98.8K +$104K +17,120 New
LPL Financial
42
LPL Financial
California
$93.7K -$176K -29,010 -64%
JWCA
43
J.W. Cole Advisors
Florida
$90K +$94.9K +15,600 New
Citigroup
44
Citigroup
New York
$88.5K +$93.3K +15,343 New
Charles Schwab
45
Charles Schwab
California
$86.5K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$85.4K -$781K -128,400 -90%
SIS
47
Strategic Investment Solutions
Illinois
$79.7K +$19.8K +3,257 New
Bank of America
48
Bank of America
North Carolina
$79.2K +$81.3K +13,367 +3,734%
EGM
49
Engineers Gate Manager
New York
$76.5K +$80.6K +13,257 New
GCP
50
GSA Capital Partners
United Kingdom
$66K +$69.2K +11,387 New

UPXI Hedge Fund Activity: Q3 2025 in Review

69 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2025, worth a combined $89.2M — up 313% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UPXI positions and 5 closed out — a net gain of 38 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $30.4M. The largest seller was Kathmere Capital Management, cutting an estimated $10.8M.

  • 69 institutional investors held Upexi (UPXI) as of Q3 2025, up from 31 in Q2 2025.
  • Funds reported $89.2M of Upexi stock for Q3 2025, up 313% quarter-over-quarter.
  • 43 funds opened new Upexi positions in Q3 2025 and 5 closed out, a net change of +38 holders.
  • The largest Upexi buyer in Q3 2025 was Polar Asset Management Partners, an estimated $30.4M added.
  • The largest Upexi seller in Q3 2025 was Kathmere Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2025.