We are live on ! Find out more
UPXI icon

Upexi
UPXI

12 hedge funds and large institutions have $1.14M invested in Upexi in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.09M → $1.14M (+$42.9K)

0.02% less ownership

Funds ownership: 0.1% → 0.08% (-0.02%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

29% less funds holding

Funds holding: 17 → 12 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$76.6K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.57K
3
UBS Group
UBS Group
Switzerland
+$2.17K

Top Sellers

Rank Fund Capital Flow
1
EWM
Evercore Wealth Management
New York
-$225K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$49.4K
3
Renaissance Technologies
Renaissance Technologies
New York
-$29.4K
4
DFCM
Dark Forest Capital Management
Puerto Rico
-$8.9K
5
RFG
RFP Financial Group
Georgia
-$6.67K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$667K +$76.6K +989 +14%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$246K +$4.57K +59 +2%
BlackRock
3
BlackRock
New York
$70.6K -$3.33K -43 -5%
State Street
4
State Street
Massachusetts
$68.3K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$54K -$29.4K -380 -36%
TRCT
6
Tower Research Capital (TRC)
New York
$15K -$4.33K -56 -23%
NSIM
7
North Star Investment Management
Illinois
$10.1K – – –
DFCM
8
Dark Forest Capital Management
Puerto Rico
$2.59K -$8.9K -115 -78%
UBS Group
9
UBS Group
Switzerland
$2.5K +$2.17K +28 +933%
Morgan Stanley
10
Morgan Stanley
New York
$587 – – –
Wells Fargo
11
Wells Fargo
California
$243 – – –
IA
12
IFP Advisors
Florida
$129 – – –
EWM
13
Evercore Wealth Management
New York
– -$225K -3,750 Closed
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$49.4K -823 Closed
RFG
15
RFP Financial Group
Georgia
– -$6.67K -111 Closed
Simplex Trading
16
Simplex Trading
Illinois
– -$155 -2 Closed
Bank of America
17
Bank of America
North Carolina
– -$33 -1 Closed

UPXI Hedge Fund Activity: Q1 2023 in Review

12 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q1 2023, worth a combined $1.14M — up 3.9% from $1.09M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UPXI and 0 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was Vanguard Group, adding an estimated $76.6K. The largest seller was Evercore Wealth Management, exiting entirely with an estimated $225K sold.

  • 12 institutional investors held Upexi (UPXI) as of Q1 2023, down from 17 in Q4 2022.
  • Funds reported $1.14M of Upexi stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 0 funds opened new Upexi positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Upexi buyer in Q1 2023 was Vanguard Group, an estimated $76.6K added.
  • The largest Upexi seller in Q1 2023 was Evercore Wealth Management, an estimated $225K sold.

Based on aggregated 13F filings for Q1 2023.