Upexi
UPXI
8 hedge funds and large institutions have $68.5K invested in Upexi in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 7 closing their positions.
0.08% less ownership
Funds ownership: 0.16% → 0.08% (-0.08%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
43% less funds holding
Funds holding: 14 → 8 (-6)
71% less capital invested
Capital invested by funds: $240K → $68.5K (-$172K)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.42K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.89K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$77K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$33.2K |
| 3 |
BlackRock
New York
|
-$3.58K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.5K |
| 5 |
Renaissance Technologies
New York
|
-$1.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $54.5K | -$3.5K | -634 | -4% |
|
2
State Street
Boston,
Massachusetts
| $3.31K | – | – | – |
|
3
Northern Trust
Chicago,
Illinois
| $3.13K | – | – | – |
|
|
4
Renaissance Technologies
New York
| $2.57K | -$1.32K | -240 | -27% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $2.51K | +$1.89K | +342 | +114% |
|
|
6
Goldman Sachs
New York
| $2.42K | +$3.42K | +619 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $24 | +$6 | +1 | +20% |
|
|
8
HighTower Advisors
Chicago,
Illinois
| – | -$77K | -10,711 | Closed |
|
|
9
Geode Capital Management
Boston,
Massachusetts
| – | -$33.2K | -4,601 | Closed |
|
|
10
BlackRock
New York
| – | -$3.58K | -495 | Closed |
|
|
RFG
11
RFP Financial Group
Atlanta,
Georgia
| – | -$802 | -111 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$181 | -25 | Closed |
|
13
Simplex Trading
Chicago,
Illinois
| – | -$55 | -10 | -91% |
|
14
JP Morgan Chase
New York
| – | -$14 | -2 | Closed |
|
UPXI Hedge Fund Activity: Q3 2024 in Review
8 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2024, worth a combined $68.5K — down 71% from $240K a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UPXI and 1 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.42K. The largest seller was HighTower Advisors, exiting entirely with an estimated $77K sold.
- 8 institutional investors held Upexi (UPXI) as of Q3 2024, down from 14 in Q2 2024.
- Funds reported $68.5K of Upexi stock for Q3 2024, down 71% quarter-over-quarter.
- 1 fund opened new Upexi positions in Q3 2024 and 7 closed out, a net change of -6 holders.
- The largest Upexi buyer in Q3 2024 was Goldman Sachs, an estimated $3.42K added.
- The largest Upexi seller in Q3 2024 was HighTower Advisors, an estimated $77K sold.
Based on aggregated 13F filings for Q3 2024.