Upexi
UPXI
13 hedge funds and large institutions have $1.98M invested in Upexi in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
0.06% less ownership
Funds ownership: 0.21% → 0.15% (-0.06%)
34% less capital invested
Capital invested by funds: $2.99M → $1.98M (-$1.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$190K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120K |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$79.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.31M |
| 2 |
BlackRock
New York
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mirae Asset Global Investments
Seoul,
South Korea
| $1.06M | -$1.31M | -14,451 | -51% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $465K | +$120K | +1,317 | +28% |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $204K | +$190K | +2,091 | +382% |
|
4
Renaissance Technologies
New York
| $74K | +$2.27K | +25 | +3% |
|
|
ECM
5
ExodusPoint Capital Management
New York
| $68K | +$79.3K | +872 | New |
|
|
6
BlackRock
New York
| $65K | -$12.6K | -139 | -14% |
|
|
7
UBS Group
Zurich,
Switzerland
| $13K | +$12.9K | +142 | +473% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $11K | +$6.73K | +74 | +106% |
|
|
NSIM
9
North Star Investment Management
Chicago,
Illinois
| $10K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$2.37K | +26 | New |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
12
Morgan Stanley
New York
| $1K | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| – | +$182 | +2 | +200% |
|
UPXI Hedge Fund Activity: Q3 2022 in Review
13 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2022, worth a combined $1.98M — down 34% from $2.99M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPXI positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $190K. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.31M.
- 13 institutional investors held Upexi (UPXI) as of Q3 2022, up from 11 in Q2 2022.
- Funds reported $1.98M of Upexi stock for Q3 2022, down 34% quarter-over-quarter.
- 2 funds opened new Upexi positions in Q3 2022 and 0 closed out, a net change of +2 holders.
- The largest Upexi buyer in Q3 2022 was Geode Capital Management, an estimated $190K added.
- The largest Upexi seller in Q3 2022 was Mirae Asset Global Investments, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2022.