Upexi
UPXI
7 hedge funds and large institutions have $55.7K invested in Upexi in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 6 closing their positions.
1.42% more ownership
Funds ownership: 0.08% → 1.5% (+1.4%)
13% less funds holding
Funds holding: 8 → 7 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
19% less capital invested
Capital invested by funds: $68.5K → $55.7K (-$12.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$46.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.17K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$139 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.5K |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.31K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.13K |
| 4 |
Renaissance Technologies
New York
|
-$2.57K |
| 5 |
Goldman Sachs
New York
|
-$2.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of Montreal
Toronto,
Ontario, Canada
| $35.9K | +$46.3K | +10,008 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $15.7K | +$20.7K | +4,475 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $3.89K | +$2.17K | +468 | +73% |
|
|
4
Wells Fargo
San Francisco,
California
| $105 | +$139 | +30 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $25 | +$5 | +1 | +17% |
|
|
SS
6
SBI Securities
Tokyo,
Japan
| $21 | +$28 | +6 | New |
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $4 | +$5 | +1 | New |
|
|
8
Vanguard Group
Malvern,
Pennsylvania
| – | -$54.5K | -13,913 | Closed |
|
|
9
State Street
Boston,
Massachusetts
| – | -$3.31K | -843 | Closed |
|
|
10
Northern Trust
Chicago,
Illinois
| – | -$3.13K | -798 | Closed |
|
|
11
Renaissance Technologies
New York
| – | -$2.57K | -655 | Closed |
|
|
12
Goldman Sachs
New York
| – | -$2.42K | -619 | Closed |
|
UPXI Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q4 2024, worth a combined $55.7K — down 19% from $68.5K a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of UPXI and 5 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $46.3K. The largest seller was Vanguard Group, exiting entirely with an estimated $54.5K sold.
- 7 institutional investors held Upexi (UPXI) as of Q4 2024, down from 8 in Q3 2024.
- Funds reported $55.7K of Upexi stock for Q4 2024, down 19% quarter-over-quarter.
- 5 funds opened new Upexi positions in Q4 2024 and 6 closed out, a net change of -1 holder.
- The largest Upexi buyer in Q4 2024 was Bank of Montreal, an estimated $46.3K added.
- The largest Upexi seller in Q4 2024 was Vanguard Group, an estimated $54.5K sold.
Based on aggregated 13F filings for Q4 2024.