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Upexi
UPXI

Overview Fund Activity

16 hedge funds and large institutions have $440K invested in Upexi in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$30.1K
2
PA
2
PSI Advisors
Florida
$6.97K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$169K
4
BlackRock
4
BlackRock
New York
$17.7K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.36K

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
WAM
3
Warberg Asset Management
Illinois
$0
4
XT
4
XTX Topco
Cayman Islands
$0
5
EPW
5
Evergreen Private Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$169K 290,938 +7,800 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$124K 214,221 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$53.5K 92,018 +2,988 +3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$30.1K 51,756 +51,756 New
BlackRock
5
BlackRock
New York
$17.7K 30,510 +7,506 +33%
Renaissance Technologies
6
Renaissance Technologies
New York
$10K 16,800 +6,100 +57%
State Street
7
State Street
Massachusetts
$9.8K 16,865 – –
Northern Trust
8
Northern Trust
Illinois
$9.27K 15,950 – –
PA
9
PSI Advisors
Florida
$6.97K 12,000 +12,000 New
Osaic Holdings
10
Osaic Holdings
Arizona
$4.36K 7,500 +7,500 New
TRCT
11
Tower Research Capital (TRC)
New York
$3.48K 5,991 +320 +6%
RFG
12
RFP Financial Group
Georgia
$1.29K 2,222 – –
Wells Fargo
13
Wells Fargo
California
$56 97 +1 +1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20 35 +12 +52%
Squarepoint
15
Squarepoint
New York
– – -34,814 Closed
Victory Capital Management
16
Victory Capital Management
Texas
– – -34,553 Closed
WAM
17
Warberg Asset Management
Illinois
– – -13,000 Closed
XT
18
XTX Topco
Cayman Islands
– – -12,385 Closed
Simplex Trading
19
Simplex Trading
Illinois
$0 617 -296 -32%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$0 105 -66 -39%
EPW
21
Evergreen Private Wealth
Colorado
– – -23 Closed
Bank of America
22
Bank of America
North Carolina
– – -18 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –