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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 %
SC
476
Skylands Capital
Wisconsin
$5.52M +$1.09M +9,945 +25%
NGA
477
Naples Global Advisors
Florida
$5.49M +$230K +2,094 +4%
KRS
478
Kentucky Retirement Systems
Kentucky
$5.48M -$60.5K -550 -1%
CIG
479
CCM Investment Group
Minnesota
$5.47M +$881K +8,038 +19%
RMC
480
Resources Management Corp
Connecticut
$5.44M -$158K -1,438 -3%
PI
481
PFG Investments
New York
$5.43M +$161K +1,462 +3%
TYCC
482
Texas Yale Capital Corp
Florida
$5.43M -$166K -1,505 -3%
ASN
483
Advisory Services Network
Georgia
$5.37M +$1.56M +14,142 +41%
IA
484
Intellus Advisors
Florida
$5.35M -$5.83K -53 -0.1%
DFG
485
Dupree Financial Group
Kentucky
$5.34M +$5.34M +48,512 New
MPI
486
Mairs & Power Inc
Minnesota
$5.33M -$1.77M -16,062 -25%
PS
487
Principal Securities
Iowa
$5.33M +$1.01K +8 +0%
Wealthfront Advisers
488
Wealthfront Advisers
California
$5.32M +$1.32M +11,998 +33%
WI
489
WBI Investments
New Jersey
$5.28M +$2.6M +23,622 +97%
PSP
490
Principal Street Partners
Tennessee
$5.24M +$3.8M +34,568 +264%
IWC
491
Integrated Wealth Concepts
Massachusetts
$5.22M -$624K -5,676 -11%
KFP
492
Keystone Financial Planning
Ohio
$5.2M
Koshinski Asset Management
493
Koshinski Asset Management
Illinois
$5.19M +$45K +409 +0.9%
FC
494
Fusion Capital
South Carolina
$5.16M +$1.29M +11,715 +33%
Neuberger Berman Group
495
Neuberger Berman Group
New York
$5.16M -$4.95M -44,979 -49%
CIA
496
Concurrent Investment Advisors
Florida
$5.15M +$90.7K +825 +2%
Envestnet Portfolio Solutions
497
Envestnet Portfolio Solutions
Illinois
$5.15M -$498K -4,524 -9%
IIC
498
Ironwood Investment Counsel
Arizona
$5.15M +$642K +5,836 +14%
WC
499
Woodstock Corp
Massachusetts
$5.14M +$544K +4,943 +12%
MDCM
500
Morgan Dempsey Capital Management
Wisconsin
$5.08M +$190K +1,731 +4%