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Upexi
UPXI

Overview Fund Activity

30 hedge funds and large institutions have $21.6M invested in Upexi in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+24
Holders Change %
+400%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
4
Reduced
–
Closed
2
Calls
$1.27M
Puts
$2.28M
Net Calls
-$1.02M
Net Calls Change
-$1.02M

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
+$6.54M
2
PCP
Pantera Capital Partners
California
+$3.97M
3
NAM
NewGen Asset Management
Ontario, Canada
+$1.72M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49M
5
Millennium Management
Millennium Management
New York
+$1.15M

Top Sellers

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 		Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$6.54M +$6.54M +2,192,983 New
PCP
2
Pantera Capital Partners
California
$3.97M +$3.97M +1,331,804 New
NELSF
3
NewGen Equity Long/Short Fund
Cayman Islands
$1.72M +$1.72M +577,193 New
NAM
4
NewGen Asset Management
Ontario, Canada
$1.72M +$1.72M +577,193 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49M +$1.49M +500,837 New
Millennium Management
6
Millennium Management
New York
$1.15M +$1.15M +385,253 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1M +$1M +335,953 New
CF
8
Cantor Fitzgerald
New York
$969K +$969K +325,000 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$427K +$427K +143,200 New
Citadel Advisors
10
Citadel Advisors
Florida
$393K +$393K +131,929 New
State Street
11
State Street
Massachusetts
$388K +$388K +130,042 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$340K +$340K +114,123 New
XT
13
XTX Topco
Cayman Islands
$249K +$249K +83,497 New
Squarepoint
14
Squarepoint
New York
$179K +$179K +60,198 New
Northern Trust
15
Northern Trust
Illinois
$179K +$179K +60,084 New
Simplex Trading
16
Simplex Trading
Illinois
$168K +$168K +56,532 New
LPL Financial
17
LPL Financial
California
$135K +$135K +45,255 New
MFA
18
Millington Financial Advisors
Illinois
$134K +$134K +20,000 New
Group One Trading
19
Group One Trading
Illinois
$133K +$133K +44,631 New
UBS Group
20
UBS Group
Switzerland
$108K +$104K +35,061 +2,939%
VF
21
Virtu Financial
New York
$59K +$59K +19,680 New
NSIM
22
North Star Investment Management
Illinois
$44.7K +$44.7K +15,000 New
Charles Schwab
23
Charles Schwab
California
$44.7K +$44.7K +15,000 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$42K +$42K +14,000 New
SS
25
SBI Securities
Japan
$6.65K +$5.98K +2,006 +892%
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