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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 %
MFG
501
Monte Financial Group
Connecticut
$5.07M +$2.29M +23,762 +83%
SW
502
SteelPeak Wealth
California
$5.02M +$4.51M +41,047 +896%
S
503
SignatureFD
Georgia
$5.01M +$195K +1,777 +4%
WA
504
Wambolt & Associates
Colorado
$4.97M -$16.1K -147 -0.3%
AWM
505
Apollon Wealth Management
South Carolina
$4.93M -$407K -3,704 -8%
AWM
506
AE Wealth Management
Kansas
$4.93M +$2.9M +26,360 +143%
HIMCH
507
Hartford Investment Management Co (HIMCO)
Connecticut
$4.91M -$50.7K -461 -1%
HLCM
508
Hi-Line Capital Management
South Dakota
$4.91M +$102K +929 +2%
RP
509
Rowlandmiller & Partners
Georgia
$4.9M +$331K +3,007 +7%
CAM
510
Columbia Asset Management
Michigan
$4.84M +$480K +4,360 +11%
NRD
511
Nebula Research & Development
New York
$4.82M +$4.82M +43,823 New
GIA
512
Guyasuta Investment Advisors
Pennsylvania
$4.82M -$558K -5,075 -10%
LCM
513
Landscape Capital Management
New Jersey
$4.8M -$1.24M -11,236 -20%
AIM
514
Achmea Investment Management
Netherlands
$4.78M +$1.07M +9,765 +29%
CB
515
Community Bank
New York
$4.75M +$566K +5,144 +14%
HWM
516
HB Wealth Management
Georgia
$4.74M +$437K +3,969 +10%
CI
517
CX Institutional
Indiana
$4.73M -$127K -1,154 -3%
GIBU
518
Gulf International Bank (UK)
United Kingdom
$4.73M -$1.43M -12,979 -23%
ERIC
519
Eagle Rock Investment Company
Georgia
$4.73M -$42.3K -385 -0.9%
APP
520
Avantax Planning Partners
Iowa
$4.67M +$380K +3,456 +9%
BIG
521
Builder Investment Group
Georgia
$4.56M -$121K -1,098 -3%
IC
522
IEQ Capital
California
$4.53M +$4.04M +36,734 +824%
WW
523
Waterfront Wealth
Kansas
$4.52M -$880 -8 -0%
IWM
524
Iams Wealth Management
Nebraska
$4.51M +$265K +2,413 +6%
FNT
525
First National Trust
Pennsylvania
$4.49M -$205K -1,864 -4%