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Upexi
UPXI

Overview Fund Activity

17 hedge funds and large institutions have $1.09M invested in Upexi in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$225K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$435K
3
State Street
3
State Street
Massachusetts
$50.6K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$49.4K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$178K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$183
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$435K 144,845 +24,723 +21%
EWM
2
Evercore Wealth Management
New York
$225K 75,000 +75,000 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$178K 59,632 +6,863 +13%
Renaissance Technologies
4
Renaissance Technologies
New York
$63K 20,900 +1,800 +9%
BlackRock
5
BlackRock
New York
$54.8K 18,273 +1,618 +10%
State Street
6
State Street
Massachusetts
$50.6K 16,865 +16,865 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$49.4K 16,468 +16,468 New
TRCT
8
Tower Research Capital (TRC)
New York
$14K 4,817 +1,942 +68%
DFCM
9
Dark Forest Capital Management
Puerto Rico
$8.81K 2,938 +2,938 New
NSIM
10
North Star Investment Management
Illinois
$7.5K 2,500 – –
RFG
11
RFP Financial Group
Georgia
$6.67K 2,222 +2,222 New
IA
12
IFP Advisors
Florida
$1K 23 – –
Morgan Stanley
13
Morgan Stanley
New York
$435 145 – –
UBS Group
14
UBS Group
Switzerland
$183 61 -3,388 -98%
Wells Fargo
15
Wells Fargo
California
$165 55 +1 +2%
Bank of America
16
Bank of America
North Carolina
$33 11 +11 New
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
– – -274,399 Closed
ECM
18
ExodusPoint Capital Management
New York
– – -17,449 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -528 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
21
Simplex Trading
Illinois
$0 42 +42 New