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Upexi
UPXI

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, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

46% more funds holding

Funds holding: 13 → 19 (+6)

0.04% more ownership

Funds ownership: 0.15% → 0.19% (+0.04%)

17% less capital invested

Capital invested by funds: $1.05M → $877K (-$174K)

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
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$248K
2
Victory Capital Management
Victory Capital Management
Texas
+$40K
3
Northern Trust
Northern Trust
Illinois
+$18.5K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17.1K
5
XT
XTX Topco
Cayman Islands
+$14.3K

Top Sellers

Rank Fund Capital Flow
1
Walleye Capital
Walleye Capital
New York
-$218K
2
CCM
Corsair Capital Management
New York
-$54.3K
3
WAM
Warberg Asset Management
Illinois
-$4.87K
4
BlackRock
BlackRock
New York
-$324
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$328K +$17.1K +736 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$248K +$248K +10,711 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$103K – – –
Squarepoint
4
Squarepoint
New York
$40.4K +$7.67K +331 +23%
Victory Capital Management
5
Victory Capital Management
Texas
$40.1K +$40K +1,728 New
BlackRock
6
BlackRock
New York
$26.7K -$324 -14 -1%
State Street
7
State Street
Massachusetts
$19.6K – – –
Northern Trust
8
Northern Trust
Illinois
$18.5K +$18.5K +798 New
WAM
9
Warberg Asset Management
Illinois
$15.1K -$4.87K -210 -24%
XT
10
XTX Topco
Cayman Islands
$14.4K +$14.3K +619 New
Renaissance Technologies
11
Renaissance Technologies
New York
$12K +$12.4K +535 New
TRCT
12
Tower Research Capital (TRC)
New York
$6.58K +$1.02K +44 +18%
RFG
13
RFP Financial Group
Georgia
$2.58K – – –
Simplex Trading
14
Simplex Trading
Illinois
$1K +$1.07K +46 New
Wells Fargo
15
Wells Fargo
California
$111 +$23 +1 +25%
JP Morgan Chase
16
JP Morgan Chase
New York
$27 – – –
EPW
17
Evergreen Private Wealth
Colorado
$27 +$23 +1 New
Bank of America
18
Bank of America
North Carolina
$20 +$23 +1 New
Walleye Capital
19
Walleye Capital
New York
– -$218K -6,300 Closed
CCM
20
Corsair Capital Management
New York
– -$54.3K -1,569 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– +$185 +8 +800%

UPXI Hedge Fund Activity: Q4 2023 in Review

19 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q4 2023, worth a combined $877K — down 17% from $1.05M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UPXI positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $248K. The largest seller was Walleye Capital, exiting entirely with an estimated $218K sold.

  • 19 institutional investors held Upexi (UPXI) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $877K of Upexi stock for Q4 2023, down 17% quarter-over-quarter.
  • 8 funds opened new Upexi positions in Q4 2023 and 2 closed out, a net change of +6 holders.
  • The largest Upexi buyer in Q4 2023 was HighTower Advisors, an estimated $248K added.
  • The largest Upexi seller in Q4 2023 was Walleye Capital, an estimated $218K sold.

Based on aggregated 13F filings for Q4 2023.