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Upexi
UPXI

14 hedge funds and large institutions have $240K invested in Upexi in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 0.18% → 0.16% (-0.02%)

13% less funds holding

Funds holding: 16 → 14 (-2)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

45% less capital invested

Capital invested by funds: $440K → $240K (-$199K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$524
2
UBS Group
UBS Group
Switzerland
+$238
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86
4
Bank of America
Bank of America
North Carolina
+$48

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.1K
2
BlackRock
BlackRock
New York
-$9.83K
3
PA
PSI Advisors
Florida
-$6.97K
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.36K
5
Simplex Trading
Simplex Trading
Illinois
-$191
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$105K – – –
HighTower Advisors
2
HighTower Advisors
Illinois
$77K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$33.2K – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$6.46K +$524 +55 +7%
State Street
5
State Street
Massachusetts
$6.09K – – –
Northern Trust
6
Northern Trust
Illinois
$5.76K – – –
BlackRock
7
BlackRock
New York
$3.58K -$9.83K -1,031 -68%
TRCT
8
Tower Research Capital (TRC)
New York
$2.16K -$10 -1 -0.3%
RFG
9
RFP Financial Group
Georgia
$802 – – –
UBS Group
10
UBS Group
Switzerland
$181 +$238 +25 New
Bank of America
11
Bank of America
North Carolina
$36 +$48 +5 New
JP Morgan Chase
12
JP Morgan Chase
New York
$14 – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$30.1K -2,588 Closed
PA
14
PSI Advisors
Florida
– -$6.97K -600 Closed
Osaic Holdings
15
Osaic Holdings
Arizona
– -$4.36K -375 Closed
Simplex Trading
16
Simplex Trading
Illinois
– -$191 -20 -65%
Wells Fargo
17
Wells Fargo
California
– -$56 -5 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– +$86 +9 +180%

UPXI Hedge Fund Activity: Q2 2024 in Review

14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q2 2024, worth a combined $240K — down 45% from $440K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UPXI and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Renaissance Technologies, adding an estimated $524. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.1K sold.

  • 14 institutional investors held Upexi (UPXI) as of Q2 2024, down from 16 in Q1 2024.
  • Funds reported $240K of Upexi stock for Q2 2024, down 45% quarter-over-quarter.
  • 2 funds opened new Upexi positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Upexi buyer in Q2 2024 was Renaissance Technologies, an estimated $524 added.
  • The largest Upexi seller in Q2 2024 was Susquehanna International Group, an estimated $30.1K sold.

Based on aggregated 13F filings for Q2 2024.