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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 %
SFS
376
Sowell Financial Services
Arkansas
$8.17M +$841K +7,642 +11%
BB
377
Bell Bank
North Dakota
$8.16M +$707K +6,424 +9%
SWP
378
Stratos Wealth Partners
Ohio
$8.1M +$789K +7,172 +11%
MC
379
Miramar Capital
Illinois
$8.02M -$899K -8,171 -10%
QIM
380
Quantitative Investment Management
Virginia
$8M +$8M +72,701 New
SC
381
Savant Capital
Illinois
$7.97M +$1.73M +15,688 +28%
AF
382
Avanza Fonder
Sweden
$7.96M -$780K -7,075 -9%
SPIA
383
Steward Partners Investment Advisory
New York
$7.94M +$196K +1,786 +3%
SCA
384
Sage Capital Advisors
South Dakota
$7.94M +$3.5M +31,858 +79%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$7.88M +$2.36M +21,450 +43%
SF
386
Synovus Financial
Georgia
$7.83M -$503K -4,570 -6%
Parallax Volatility Advisers
387
Parallax Volatility Advisers
California
$7.75M +$5.21M +47,348 +205%
SFWA
388
Summit Financial Wealth Advisors
Louisiana
$7.74M -$412K -3,747 -5%
BHWM
389
Bar Harbor Wealth Management
New Hampshire
$7.66M -$1.71M -15,506 -18%
A
390
Allianz
Germany
$7.63M -$87K -791 -1%
CWP
391
Cyndeo Wealth Partners
Florida
$7.57M -$30.6K -278 -0.4%
TPSF
392
Texas Permanent School Fund
Texas
$7.55M +$7.55M +79,182 New
BBHC
393
Brown Brothers Harriman & Co
New York
$7.38M -$2.37M -21,572 -24%
RIM
394
Rakuten Investment Management
Japan
$7.38M +$7.38M +67,263 New
XT
395
XTX Topco
Cayman Islands
$7.37M +$7.37M +67,039 New
KCM
396
Kornitzer Capital Management
Kansas
$7.29M -$683K -6,210 -9%
MMA
397
Miracle Mile Advisors
California
$7.29M +$591K +5,372 +9%
LOPW
398
Live Oak Private Wealth
North Carolina
$7.26M +$1.52M +13,789 +26%
AAIS
399
ABN AMRO Investment Solutions
$7.26M +$1.47M +13,335 +25%
GAM
400
Gotham Asset Management
New York
$7.22M +$1.64M +14,922 +29%