UpexiUPXI
13F holders, Q1 2025 (March 31)6holders −1
1new positions
2sold out
$2.09avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Bank of Montreal ($21K), Tower Research Capital LLC (TRC) ($4K) and UBS Group AG ($2K).
- Company
- Upexi Inc.
- CUSIP
- 39959A205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6 |
| Exits | 2 | $109 |
All 13F filers, Q4 2024 → Q1 2025: 1,209 shares bought and 3,314 shares sold, net −2,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Bank of Montreal | 0.00% | No change | 10,008 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +89.0% | 2,096 | $4K |
| UBS Group AG | 0.00% | Reduce -73.3% | 1,193 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +3650.0% | 225 | $470 |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 6 | $13 |
| Morgan Stanley | 0.00% | New | 3 | $6 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.