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Upexi
UPXI

15 hedge funds and large institutions have $1.37M invested in Upexi in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more funds holding

Funds holding: 12 → 15 (+3)

20% more capital invested

Capital invested by funds: $1.14M → $1.37M (+$233K)

0.07% more ownership

Funds ownership: 0.08% → 0.15% (+0.07%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Walleye Capital
Walleye Capital
New York
+$440K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$347K
3
CCM
Corsair Capital Management
New York
+$171K
4
WAM
Warberg Asset Management
Illinois
+$60.6K
5
Squarepoint
Squarepoint
New York
+$53.8K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$11.3K
2
DFCM
Dark Forest Capital Management
Puerto Rico
-$2.59K
3
UBS Group
UBS Group
Switzerland
-$2.5K
4
Morgan Stanley
Morgan Stanley
New York
-$587
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$599K +$347K +5,077 +62%
Walleye Capital
2
Walleye Capital
New York
$290K +$440K +6,435 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$147K +$15.4K +225 +7%
CCM
4
Corsair Capital Management
New York
$112K +$171K +2,495 New
BlackRock
5
BlackRock
New York
$42.3K +$4.65K +68 +8%
WAM
6
Warberg Asset Management
Illinois
$39.8K +$60.6K +885 New
State Street
7
State Street
Massachusetts
$37.9K – – –
Squarepoint
8
Squarepoint
New York
$35.3K +$53.8K +786 New
Millennium Management
9
Millennium Management
New York
$23.4K +$35.6K +520 New
Renaissance Technologies
10
Renaissance Technologies
New York
$23K -$11.3K -165 -25%
TRCT
11
Tower Research Capital (TRC)
New York
$9.73K +$2.12K +31 +17%
NSIM
12
North Star Investment Management
Illinois
$5.63K – – –
RFG
13
RFP Financial Group
Georgia
$5K +$7.59K +111 New
Wells Fargo
14
Wells Fargo
California
$140 – – –
IA
15
IFP Advisors
Florida
$52 – – –
DFCM
16
Dark Forest Capital Management
Puerto Rico
– -$2.59K -32 Closed
UBS Group
17
UBS Group
Switzerland
– -$2.5K -31 Closed
Morgan Stanley
18
Morgan Stanley
New York
– -$587 -7 Closed

UPXI Hedge Fund Activity: Q2 2023 in Review

15 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q2 2023, worth a combined $1.37M — up 20% from $1.14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UPXI positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Walleye Capital, opening a new position worth an estimated $440K. The largest seller was Renaissance Technologies, cutting an estimated $11.3K.

  • 15 institutional investors held Upexi (UPXI) as of Q2 2023, up from 12 in Q1 2023.
  • Funds reported $1.37M of Upexi stock for Q2 2023, up 20% quarter-over-quarter.
  • 6 funds opened new Upexi positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Upexi buyer in Q2 2023 was Walleye Capital, an estimated $440K added.
  • The largest Upexi seller in Q2 2023 was Renaissance Technologies, an estimated $11.3K sold.

Based on aggregated 13F filings for Q2 2023.