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Upexi
UPXI

Overview Fund Activity

13 hedge funds and large institutions have $1.05M invested in Upexi in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$154K
2
Squarepoint
2
Squarepoint
New York
$48.8K
3
BlackRock
3
BlackRock
New York
$40.3K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$464K
5
TRCT
5
Tower Research Capital (TRC)
New York
$8.3K

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$54.3K
2
Millennium Management
2
Millennium Management
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
NSIM
4
North Star Investment Management
Illinois
$0
5
Walleye Capital
5
Walleye Capital
New York
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$464K 268,415 +2,265 +0.9%
Walleye Capital
2
Walleye Capital
New York
$218K 126,000 -2,700 -2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$154K 89,030 +23,720 +36%
CCM
4
Corsair Capital Management
New York
$54.3K 31,385 -18,508 -37%
Squarepoint
5
Squarepoint
New York
$48.8K 28,190 +12,480 +79%
BlackRock
6
BlackRock
New York
$40.3K 23,282 +4,493 +24%
WAM
7
Warberg Asset Management
Illinois
$29.8K 17,199 -500 -3%
State Street
8
State Street
Massachusetts
$29.2K 16,865 – –
TRCT
9
Tower Research Capital (TRC)
New York
$8.3K 4,798 +475 +11%
RFG
10
RFP Financial Group
Georgia
$3.84K 2,222 – –
Wells Fargo
11
Wells Fargo
California
$140 81 +19 +31%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$22 13 +13 New
Millennium Management
13
Millennium Management
New York
– – -10,402 Closed
Renaissance Technologies
14
Renaissance Technologies
New York
– – -10,000 Closed
NSIM
15
North Star Investment Management
Illinois
– – -2,500 Closed
IA
16
IFP Advisors
Florida
– – -23 Closed
Simplex Trading
17
Simplex Trading
Illinois
– – – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$0 11 +11 New