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69 hedge funds and large institutions have $89.2M invested in Upexi in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

313% more capital invested

Capital invested by funds: $21.6M → $89.2M (+$67.6M)

123% more funds holding

Funds holding: 3169 (+38)

101% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $29.2M

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

7.23% more ownership

Funds ownership: 19.05%26.28% (+7.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+38
Holders Change %
+122.58%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
15
Reduced
8
Closed
5
Calls
$58.5M
Puts
$29.2M
Net Calls
+$29.4M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$28.7M +$30.4M +5,000,000 New
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$7.17M +$7.6M +1,250,000 New
MI
3
MMCAP International
Cayman Islands
$4.43M +$4.66M +766,933 New
UBS Group
4
UBS Group
Switzerland
$4.37M +$4.38M +720,990 +1,989%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.34M +$3.88M +637,356 +558%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.1M +$1.28M +209,907 +42%
BlackRock
7
BlackRock
New York
$3.94M +$4.15M +682,037 New
MG
8
Marex Group
$3.72M +$3.92M +644,176 New
S
9
ShariaPortfolio
Florida
$3.59M +$3.79M +622,728 New
Jane Street
10
Jane Street
New York
$3.55M +$3.74M +614,870 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.65M +$744K +122,394 +36%
KCM
12
Kathmere Capital Management
Pennsylvania
$2.41M -$10.8M -1,775,000 -81%
Millennium Management
13
Millennium Management
New York
$2.11M -$117K -19,296 -5%
Morgan Stanley
14
Morgan Stanley
New York
$1.74M +$1.83M +300,451 +44,710%
Simplex Trading
15
Simplex Trading
Illinois
$1.54M +$1.28M +210,603 +373%
HCM
16
Heights Capital Management
California
$1.44M +$1.52M +250,000 New
State Street
17
State Street
Massachusetts
$1.11M +$377K +61,980 +48%
Barclays
18
Barclays
United Kingdom
$1.01M +$1.07M +175,483 New
JP Morgan Chase
19
JP Morgan Chase
New York
$867K +$914K +150,227 New
Northern Trust
20
Northern Trust
Illinois
$514K +$176K +28,924 +48%
SS
21
SBI Securities
Japan
$475K +$487K +80,060 +3,589%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$430K +$453K +74,478 New
BCM
23
BlueCrest Capital Management
Jersey
$407K +$429K +70,565 New
PF
24
Phoenix Financial
Israel
$404K +$426K +70,000 New
Citadel Advisors
25
Citadel Advisors
Florida
$356K -$428K -70,309 -53%

UPXI Hedge Fund Activity: Q3 2025 in Review

69 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2025, worth a combined $89.2M — up 313% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UPXI positions and 5 closed out — a net gain of 38 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $30.4M. The largest seller was Kathmere Capital Management, cutting an estimated $10.8M.

  • 69 institutional investors held Upexi (UPXI) as of Q3 2025, up from 31 in Q2 2025.
  • Funds reported $89.2M of Upexi stock for Q3 2025, up 313% quarter-over-quarter.
  • 43 funds opened new Upexi positions in Q3 2025 and 5 closed out, a net change of +38 holders.
  • The largest Upexi buyer in Q3 2025 was Polar Asset Management Partners, an estimated $30.4M added.
  • The largest Upexi seller in Q3 2025 was Kathmere Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2025.