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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, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

31% more funds holding

Funds holding: 1317 (+4)

0.05% less ownership

Funds ownership: 0.15%0.1% (-0.05%)

45% less capital invested

Capital invested by funds: $1.98M → $1.09M (-$882K)

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
5
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change

UPXI Hedge Fund Activity: Q4 2022 in Review

17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q4 2022, worth a combined $1.09M — down 45% from $1.98M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UPXI positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Evercore Wealth Management, opening a new position worth an estimated $318K. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $1.06M sold.

  • 17 institutional investors held Upexi (UPXI) as of Q4 2022, up from 13 in Q3 2022.
  • Funds reported $1.09M of Upexi stock for Q4 2022, down 45% quarter-over-quarter.
  • 7 funds opened new Upexi positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest Upexi buyer in Q4 2022 was Evercore Wealth Management, an estimated $318K added.
  • The largest Upexi seller in Q4 2022 was Mirae Asset Global Investments, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2022.