19 hedge funds and large institutions have $877K invested in Upexi in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$328K 283,138 +14,723 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$248K 214,221 +214,221 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$103K 89,030
Squarepoint
4
Squarepoint
New York
$40.4K 34,814 +6,624 +23%
Victory Capital Management
5
Victory Capital Management
Texas
$40.1K 34,553 +34,553 New
BlackRock
6
BlackRock
New York
$26.7K 23,004 -278 -1%
State Street
7
State Street
Massachusetts
$19.6K 16,865
Northern Trust
8
Northern Trust
Illinois
$18.5K 15,950 +15,950 New
WAM
9
Warberg Asset Management
Illinois
$15.1K 13,000 -4,199 -24%
XT
10
XTX Topco
Cayman Islands
$14.4K 12,385 +12,385 New
Renaissance Technologies
11
Renaissance Technologies
New York
$12K 10,700 +10,700 New
TRCT
12
Tower Research Capital (TRC)
New York
$6.58K 5,671 +873 +18%
RFG
13
RFP Financial Group
Georgia
$2.58K 2,222
Simplex Trading
14
Simplex Trading
Illinois
$1K 913 +913 New
Wells Fargo
15
Wells Fargo
California
$111 96 +15 +19%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$27 23 +10 +77%
EPW
17
Evergreen Private Wealth
Colorado
$27 23 +23 New
Bank of America
18
Bank of America
North Carolina
$20 18 +18 New
Walleye Capital
19
Walleye Capital
New York
-126,000 Closed
CCM
20
Corsair Capital Management
New York
-31,385 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$0 171 +160 +1,455%