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Upexi
UPXI

31 hedge funds and large institutions have $21.6M invested in Upexi in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

76,268% more capital invested

Capital invested by funds: $28.3K → $21.6M (+$21.6M)

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

417% more funds holding

Funds holding: 6 → 31 (+25)

18.02% more ownership

Funds ownership: 1.03% → 19.05% (+18%)

44% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $2.28M

Holders
31
Holders Change
+25
Holders Change %
+416.67%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
4
Reduced
–
Closed
2
Calls
$1.27M
Puts
$2.28M
Net Calls
-$1.01M
Net Calls Change
-$1.01M

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$19M
2
PCP
Pantera Capital Partners
California
+$11.5M
3
NAM
NewGen Asset Management
Ontario, Canada
+$5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.33M
5
Millennium Management
Millennium Management
New York
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.9K
2
TRCT
Tower Research Capital (TRC)
New York
-$4.38K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kathmere Capital Management
Pennsylvania
$6.54M +$19M +2,192,983 New
PCP
2
Pantera Capital Partners
California
$3.97M +$11.5M +1,331,804 New
NAM
3
NewGen Asset Management
Ontario, Canada
$1.72M +$5M +577,193 New
NELSF
4
NewGen Equity Long/Short Fund
Cayman Islands
$1.72M +$5M +577,193 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49M +$4.33M +500,837 New
Millennium Management
6
Millennium Management
New York
$1.15M +$3.33M +385,253 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1M +$2.91M +335,953 New
CF
8
Cantor Fitzgerald
New York
$969K +$2.81M +325,000 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$427K +$1.24M +143,200 New
Citadel Advisors
10
Citadel Advisors
Florida
$393K +$1.14M +131,929 New
State Street
11
State Street
Massachusetts
$388K +$1.13M +130,042 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$340K +$988K +114,123 New
XT
13
XTX Topco
Cayman Islands
$249K +$723K +83,497 New
Squarepoint
14
Squarepoint
New York
$179K +$521K +60,198 New
Northern Trust
15
Northern Trust
Illinois
$179K +$520K +60,084 New
Simplex Trading
16
Simplex Trading
Illinois
$168K +$489K +56,532 New
LPL Financial
17
LPL Financial
California
$135K +$392K +45,255 New
MFA
18
Millington Financial Advisors
Illinois
$134K +$173K +20,000 New
Group One Trading
19
Group One Trading
Illinois
$133K +$386K +44,631 New
UBS Group
20
UBS Group
Switzerland
$108K +$303K +35,061 +2,939%
VF
21
Virtu Financial
New York
$59K +$170K +19,680 New
Charles Schwab
22
Charles Schwab
California
$44.7K +$130K +15,000 New
NSIM
23
North Star Investment Management
Illinois
$44.7K +$130K +15,000 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$42K +$121K +14,000 New
Osaic Holdings
25
Osaic Holdings
Arizona
$9.13K +$26.5K +3,065 New
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UPXI Hedge Fund Activity: Q2 2025 in Review

31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q2 2025, worth a combined $21.6M — up 76,268% from $28.3K a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UPXI positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $19M. The largest seller was Bank of Montreal, exiting entirely with an estimated $20.9K sold.

  • 31 institutional investors held Upexi (UPXI) as of Q2 2025, up from 6 in Q1 2025.
  • Funds reported $21.6M of Upexi stock for Q2 2025, up 76,268% quarter-over-quarter.
  • 27 funds opened new Upexi positions in Q2 2025 and 2 closed out, a net change of +25 holders.
  • The largest Upexi buyer in Q2 2025 was Kathmere Capital Management, an estimated $19M added.
  • The largest Upexi seller in Q2 2025 was Bank of Montreal, an estimated $20.9K sold.

Based on aggregated 13F filings for Q2 2025.