Who Owns UPXI?

Upexi, Inc. — Institutional Ownership & 13F Holdings

$1.27

-0.08 (-5.90%)

Market Cap

$93.6M

Shares Outstanding

69,344,355

Institutional Holders

6

Total Inst. Value

$28K

% of Float Held

0.0%

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BANK OF MONTREAL /CAN/$21K10,008
2Tower Research Capital LLC (TRC)$4K2,096
3UBS Group AG$2K1,193
4SBI Securities Co., Ltd.$470225
5BANK OF AMERICA CORP /DE/$06
6MORGAN STANLEY$03

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
UBS Group AG-3K$2K
BANK OF AMERICA CORP /DE/-1$0

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Frequently Asked Questions

How many institutional investors hold UPXI?

As of Q1 2025, 6 institutional investors report holding UPXI (Upexi, Inc.) in their 13F filings.

What percentage of Upexi, Inc. is owned by institutions?

Institutional investors hold approximately 0.0% of Upexi, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most UPXI?

The largest institutional holder of UPXI is BANK OF MONTREAL /CAN/ with $21K in shares.

Are institutions buying or selling UPXI?

This quarter, 1 institutions opened new positions in UPXI and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.