Who Owns INVESTMENT MANAGERS SER TR I (UPSX)?Hedge Fund & Institutional Holders
$14.82+0.28 (+1.93%)BATS
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$1000000822000370048.0T
% of Float Held
—
QoQ Change in Holders
+7 / -0
Price History
UPSX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Optiver Holding B.V. | New Position | +16K | +$822.0M |
| OLD MISSION CAPITAL LLC | New Position | +7K | +$370.0M |
| GROUP ONE TRADING LLC | New Position | +129 | +$6.0M |
| CITADEL ADVISORS LLC | New Position | +13K | +$0 |
| SIMPLEX TRADING, LLC | New Position | +4K | +$0 |
| Tower Research Capital LLC (TRC) | New Position | +436 | +$0 |
| JANE STREET GROUP, LLC | New Position | +8K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 27,520 | $1.0B | 0.00% | Call |
| 2 | Optiver Holding B.V. | 16,171 | $822.0M | 0.00% | Share |
| 3 | OLD MISSION CAPITAL LLC | 7,482 | $370.0M | 0.01% | Share |
| 4 | GROUP ONE TRADING LLC | 129 | $6.0M | 0.00% | Share |
| 5 | JANE STREET GROUP, LLC | 7,820 | $0 | 0.00% | Share |
| 6 | Tower Research Capital LLC (TRC) | 436 | $0 | 0.00% | Share |
| 7 | CITADEL ADVISORS LLC | 12,947 | $0 | 0.00% | Share |
| 8 | CITADEL ADVISORS LLC | 12,480 | $0 | 0.00% | Put |
| 9 | SIMPLEX TRADING, LLC | 3,812 | $0 | 0.00% | Share |
As of Q4 2025, 9 institutional investors hold UPSX (INVESTMENT MANAGERS SER TR I). The largest holder is CITADEL ADVISORS LLC with $1.0B in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own UPSX?
As of Q4 2025, 9 institutional investors report holding UPSX (INVESTMENT MANAGERS SER TR I) in their 13F filings.
Who is the largest institutional holder of UPSX?
The largest institutional holder of UPSX is CITADEL ADVISORS LLC with $1.0B in shares.
Is institutional ownership of UPSX increasing or decreasing?
This quarter, 7 institutions opened new positions in UPSX and 0 closed their positions.