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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 %
CFG
401
Cooper Financial Group
California
$7.22M -$33.8K -307 -0.5%
TH
402
TCTC Holdings
Texas
$7.18M -$472K -4,293 -6%
IPAM
403
ICICI Prudential Asset Management
India
$7.11M +$3.3M +30,000 +87%
VWA
404
Visionary Wealth Advisors
Illinois
$7.1M +$484K +4,401 +7%
SCA
405
Snowden Capital Advisors
New York
$7.06M +$656K +5,962 +10%
QCM
406
Qsemble Capital Management
New York
$7.03M +$4.22M +38,333 +150%
MFWM
407
Motley Fool Wealth Management
Virginia
$7.01M -$6.16K -56 -0.1%
NC
408
NewSquare Capital
Pennsylvania
$6.99M +$8.85K +81 +0.1%
UAG
409
United Advisor Group
Ohio
$6.96M +$192K +1,744 +3%
HAI
410
Hennessy Advisors Inc
California
$6.93M +$5.2M +47,300 +301%
OPERF
411
Oregon Public Employees Retirement Fund
Oregon
$6.91M +$15.4K +140 +0.2%
LDB
412
Lee, Danner & Bass
Tennessee
$6.89M +$439K +3,991 +7%
SCM
413
Shelton Capital Management
Colorado
$6.85M +$936K +8,513 +16%
OC
414
Oppenheimer & Co
New York
$6.85M +$561K +5,097 +9%
CCP
415
Clifford Capital Partners
Utah
$6.82M +$6.82M +62,032 New
BHWA
416
Beacon Harbor Wealth Advisors
Virginia
$6.79M +$4.54M +41,314 +202%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$6.78M +$400K +3,633 +6%
Rafferty Asset Management
418
Rafferty Asset Management
New York
$6.78M -$2.23M -20,236 -25%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.77M +$700K +6,365 +12%
FNBOMD
420
First National Bank of Mount Dora
Florida
$6.74M +$248K +2,259 +4%
HI
421
Hendershot Investments
Virginia
$6.74M -$1.3M -11,791 -16%
CS
422
Candriam SCA
Luxembourg
$6.7M -$1.14M -10,407 -15%
BMSSC
423
B. Metzler seel. Sohn & Co
Germany
$6.68M +$1.51M +13,689 +29%
CCM
424
Channing Capital Management
Illinois
$6.68M +$6.68M +60,699 New
ATC
425
Argent Trust Co
Tennessee
$6.64M +$193K +1,757 +3%