Upexi
UPXI
6 hedge funds and large institutions have $28.3K invested in Upexi in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.48% less ownership
Funds ownership: 1.5% → 1.03% (-0.48%)
14% less funds holding
Funds holding: 7 → 6 (-1)
49% less capital invested
Capital invested by funds: $55.7K → $28.3K (-$27.4K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.26K |
| 2 |
SS
SBI Securities
Tokyo,
Japan
|
+$723 |
| 3 |
Morgan Stanley
New York
|
+$10 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$105 |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$4 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of Montreal
Toronto,
Ontario, Canada
| $20.9K | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $4.38K | +$3.26K | +987 | +89% |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.49K | -$10.8K | -3,282 | -73% |
|
|
SS
4
SBI Securities
Tokyo,
Japan
| $470 | +$723 | +219 | +3,650% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $13 | -$3 | -1 | -14% |
|
|
6
Morgan Stanley
New York
| $6 | +$10 | +3 | New |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$105 | -30 | Closed |
|
|
8
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$4 | -1 | Closed |
|
UPXI Hedge Fund Activity: Q1 2025 in Review
6 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q1 2025, worth a combined $28.3K — down 49% from $55.7K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UPXI and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $3.26K. The largest seller was UBS Group, cutting an estimated $10.8K.
- 6 institutional investors held Upexi (UPXI) as of Q1 2025, down from 7 in Q4 2024.
- Funds reported $28.3K of Upexi stock for Q1 2025, down 49% quarter-over-quarter.
- 1 fund opened new Upexi positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Upexi buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $3.26K added.
- The largest Upexi seller in Q1 2025 was UBS Group, an estimated $10.8K sold.
Based on aggregated 13F filings for Q1 2025.