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Upexi
UPXI

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: 1 → 1 (0)

7.11% less ownership

Funds ownership: 28.4% → 21.28% (-7.1%)

15% less funds holding

Funds holding: 65 → 55 (-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

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$560K
2
Osaic Holdings
Osaic Holdings
Arizona
+$443K
3
UBS Group
UBS Group
Switzerland
+$383K
4
QT
Quantbot Technologies
New York
+$165K
5
SIS
Strategic Investment Solutions
Illinois
+$75.6K

Top Sellers

Rank Fund Capital Flow
1
MG
Marex Group
-$4.21M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.25M
3
Jane Street
Jane Street
New York
-$950K
4
Group One Trading
Group One Trading
Illinois
-$883K
5
Millennium Management
Millennium Management
New York
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$67 +$90 +67 New
Citigroup
52
Citigroup
New York
$5 +$7 +5 New
FFA
53
Farther Finance Advisors
California
$4 -$38 -28 -88%
MG
54
Marex Group
– -$4.21M -2,507,176 Closed
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
– -$1.25M -744,441 Closed
Citadel Advisors
56
Citadel Advisors
Florida
– -$264K -197,180 Closed
Two Sigma Investments
57
Two Sigma Investments
New York
– -$294K -174,767 Closed
CIAM
58
Caitong International Asset Management
Hong Kong
– -$268K -159,800 Closed
Simplex Trading
59
Simplex Trading
Illinois
– -$117K -87,203 Closed
AC
60
Aristides Capital
Kentucky
– -$99.7K -59,342 Closed
PF
61
Phoenix Financial
Israel
– -$87.3K -52,000 Closed
TRCT
62
Tower Research Capital (TRC)
New York
– -$56.9K -33,881 Closed
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
– -$45.9K -27,325 Closed
Bank of America
64
Bank of America
North Carolina
– -$41.9K -24,913 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– -$40.3K -24,000 Closed
LIP
66
Lighthouse Investment Partners
Florida
– -$30.5K -18,180 Closed
TSS
67
Two Sigma Securities
New York
– -$30.5K -18,154 Closed
GS
68
GTS Securities
New York
– -$27.8K -16,538 Closed
WG
69
Winton Group
United Kingdom
– -$17.8K -10,581 Closed
JFG
70
Jefferies Financial Group
New York
– -$17K -10,131 Closed
NC
71
nVerses Capital
Florida
– -$16.9K -10,045 Closed
GFM
72
GF Fund Management
China
– -$2.73K -1,623 Closed
AAG
73
Armstrong Advisory Group
Massachusetts
– -$1.68K -1,000 Closed
CAIM
74
Catherine Avery Investment Management
Florida
– -$420 -250 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
– -$1 -1 -1%
1 2
3
4

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.