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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
AV
51
Aspiring Ventures
Ohio
$63.7K +$67.1K +11,039 New
GVAG
52
Great Valley Advisor Group
Delaware
$61.7K +$65.1K +10,700 New
AWA
53
Arkadios Wealth Advisors
Georgia
$57.7K +$60.8K +10,000 New
BAM
54
Belpointe Asset Management
Nevada
$57.7K +$60.8K +10,000 New
Mariner
55
Mariner
Kansas
$57.7K +$60.8K +10,000 New
NSIM
56
North Star Investment Management
Illinois
$28.9K -$60.8K -10,000 -67%
AAS
57
Ameritas Advisory Services
Nebraska
$26K +$27.4K +4,500 New
TRCT
58
Tower Research Capital (TRC)
New York
$15.2K +$16K +2,634 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$14K +$14.6K +2,402 +2,402%
GFM
60
GF Fund Management
China
$11.6K +$12.2K +2,006 New
FFA
61
Farther Finance Advisors
California
$8.81K +$9.27K +1,525 +76,250%
AAG
62
Armstrong Advisory Group
Massachusetts
$5.77K +$6.08K +1,000 New
MCM
63
MAI Capital Management
Ohio
$5.05K +$5.32K +875 New
VNA
64
Valley National Advisers
Pennsylvania
$5K +$5.41K +890 New
FIA
65
FNY Investment Advisers
New York
$3K +$4.15K +683 New
CAIM
66
Catherine Avery Investment Management
Florida
$866 +$912 +150 New
S
67
SignatureFD
Georgia
$652
WWA
68
Wealth Watch Advisors
Colorado
$577 +$608 +100 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$29 +$30 +5 New
PCP
70
Pantera Capital Partners
California
-$3.97M -1,331,804 Closed
NAM
71
NewGen Asset Management
Ontario, Canada
-$1.72M -577,193 Closed
NELSF
72
NewGen Equity Long/Short Fund
Cayman Islands
-$1.72M -577,193 Closed
CF
73
Cantor Fitzgerald
New York
-$1.98M -325,000 Closed
Group One Trading
74
Group One Trading
Illinois
-$271K -44,631 Closed

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.