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United Parcel Service

2,171 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 916 increasing their positions, 826 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
-89
Holders Change %
-3.94%
% of All Funds
29.49%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.49%
New
190
Increased
916
Reduced
826
Closed
235
Calls
$1.78B
Puts
$1.73B
Net Calls
+$44.5M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGT
326
Financial Partners Group (Tennessee)
Tennessee
$10M +$6.22M +56,569 +164%
HCM
327
Hengehold Capital Management
Ohio
$9.95M -$23.8K -216 -0.2%
NAM
328
Nissay Asset Management
Japan
$9.85M +$101K +914 +1%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$9.84M +$298K +2,712 +3%
KIA
330
KCM Investment Advisors
California
$9.77M -$2.97M -27,003 -23%
CIC
331
Chilton Investment Company
Connecticut
$9.73M +$9.73M +88,496 New
Lido Advisors
332
Lido Advisors
California
$9.73M +$793K +7,211 +9%
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$9.71M +$617K +5,611 +7%
CWM
334
CIBC World Markets
New York
$9.7M -$3M -27,232 -24%
Brown Advisory
335
Brown Advisory
Maryland
$9.66M +$129K +1,175 +1%
AV
336
ASR Vermogensbeheer
Netherlands
$9.59M +$9.59M +87,229 New
WCM
337
Wedge Capital Management
North Carolina
$9.51M -$531K -4,830 -5%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$9.45M -$369K -3,354 -4%
MOACM
339
Mutual of America Capital Management
New York
$9.36M -$282K -2,562 -3%
PTEAP
340
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$9.3M
AAS
341
Avantax Advisory Services
Texas
$9.06M +$1.94M +17,644 +27%
JC
342
Jacobs & Co
California
$9.03M -$732K -6,658 -8%
SCA
343
Stonebridge Capital Advisors
Minnesota
$9.01M +$69.2K +629 +0.8%
IEFM
344
IQ EQ Fund Management
Ireland
$9.01M +$573K +5,206 +7%
MGIA
345
Moneta Group Investment Advisors
Missouri
$9.01M -$52.7K -479 -0.6%
WWP
346
Waypoint Wealth Partners
California
$9M
FFIC
347
First Fiduciary Investment Counsel
Ohio
$8.98M -$283K -2,574 -3%
Capstone Investment Advisors
348
Capstone Investment Advisors
New York
$8.94M -$4.5M -40,932 -33%
P
349
&Partners
Tennessee
$8.93M +$1.14M +10,378 +15%
UOC
350
UBS O'Connor
Illinois
$8.91M +$8.91M +81,000 New