Upexi Inc (UPXI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Upexi Inc (UPXI) following the 2026 Q1 hedge fund 13F filings?

As of today, UPXI has moved -34.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of -30.5%. Since the quarter end (March 31, 2026), UPXI gained -3.4% vs +0.7% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Upexi Inc (UPXI)

52 + Investors. Track Smart Money conviction in UPXI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — UPXI

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their UPXI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 73% of 3.0Y peak

73% of all-time peak

52 funds currently hold this stock — 73% of the 3.0-year high of 71 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +767% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+767% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🔴

Heavy selling pressure — only 37% buying

23 buying40 selling

Last quarter: 40 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 26 → 45 → 25 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 67% entered in last year

■ 6% conviction (2yr+) ■ 27% medium ■ 67% new

Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares -21%, value -100%

Value

-99%

-21%

Last quarter: funds added -21% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

1 → 26 → 45 → 25 → 11 new funds/Q

New funds entering each quarter: 26 → 45 → 25 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new

Of 57 current holders: 54 (95%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

13 of 52 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	52	64	-18.75%
13F Shares	16M	21M	-21.14%
Total Value	$16M	$4.67B	-99.65%
New Positions	11	25	-14
Increased Positions	9	17	-8
Closed Positions	23	32	-9
Reduced Positions	17	16	+1
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-18.75%

13F Shares

16M

21M

-21.14%

Total Value

$16M

$4.67B

-99.65%

New Positions

-14

Increased Positions

-8

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPXI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UPXI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Arrington Capital Management, LLC	2.80%	2,760,107	$2.7M
2	MMCAP International Inc. SPC	0.20%	2,326,777	$2.3M
3	J. Derek Lewis & Associates Inc.	0.06%	152,000	$255K
4	Millington Financial Advisors, LLC	0.02%	40,000	$54K
5	Shariaportfolio, INC.	0.01%	27,789	$27K
6	Smith Thornton Advisors LLC	0.01%	11,000	$11K
7	Quantbot Technologies LP	0.00%	123,419	$122K
8	XTX Topco Ltd	0.00%	119,454	$118K
9	Rossby Financial, LCC	0.00%	9,200	$9K
10	Catalyst Funds Management Pty Ltd	0.00%	10,500	$10K
11	Portus Wealth Advisors, LLC	0.00%	1,592	$2K
12	Osaic Holdings, INC.	0.00%	775,862	$768K
13	Hrt Financial LP	0.00%	417,849	$411K
14	OMERS ADMINISTRATION Corp	0.00%	120,800	$119K
15	Engineers Gate Manager LP	0.00%	52,853	$52K
16	Pinnacle Financial Partners, Inc.	0.00%	70,720	$70K
17	J.W. Cole Advisors, INC.	0.00%	15,100	$15K
18	Quadrature Capital Ltd	0.00%	23,169	$23K
19	Great Valley Advisor Group, INC.	0.00%	11,700	$12K
20	Summit Financial, LLC	0.00%	13,500	$13K
21	Clearstead Advisors, LLC	0.00%	16,000	$16K
22	Group One Trading LLC	0.00%	70,028	$69K
23	Millennium Management LLC	0.00%	294,184	$290K
24	UBS Group AG	0.00%	765,776	$755K
25	Point72 Asset Management, L.P.	0.00%	71,090	$70K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Upexi Inc (UPXI)

What does the Smart Money Trend signal show for UPXI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UPXI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPXI?

Heavy selling pressure — only 37% buying: Last quarter: 40 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UPXI holders?

Strong quality — 27% AUM from major funds: 13 of 52 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UPXI?

Mostly new holders — 67% entered in last year: Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Upexi Inc (UPXI) following the 2026 Q1 hedge fund 13F filings?

As of today, UPXI has moved -34.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of -30.5%. Since the quarter end (March 31, 2026), UPXI has gained -3.4% vs +0.7% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Upexi Inc (UPXI)

Smart Money Signals — UPXI

Selling streak — 2 quarters in a row

High ownership — 73% of 3.0Y peak

Fast accumulation — +767% more funds vs a year ago

Heavy selling pressure — only 37% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 67% entered in last year

Buying through price weakness — shares -21%, value -100%

Saturation — most institutions already know this story

Early stage — 95% of holders entered in last year

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — UPXI

Hedge Fund Ownership: UPXI

Market Analysis: UPXI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UPXI

Is It Too Late to Buy Upexi Inc (UPXI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UPXI

Statistics: UPXI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Upexi Inc (UPXI)

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