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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 %
AAA
526
Adams Asset Advisors
Texas
$4.48M
XF
527
XML Financial
Maryland
$4.47M -$90K -818 -2%
EFIC
528
Eliot Finkel Investment Counsel
California
$4.46M +$327K +2,975 +8%
GLA
529
Good Life Advisors
Pennsylvania
$4.43M +$1.85M +16,826 +72%
AIM
530
Anchor Investment Management
South Carolina
$4.42M -$102K -930 -2%
CSP
531
Cary Street Partners
Virginia
$4.41M +$545K +4,957 +14%
AWS
532
Atria Wealth Solutions
New York
$4.39M -$455K -4,134 -9%
BRM
533
Boston Research & Management
Massachusetts
$4.37M -$117K -1,067 -3%
SL
534
Summitry LLC
California
$4.36M +$664K +6,033 +18%
NB
535
Norinchukin Bank
Japan
$4.36M +$596K +5,418 +16%
I
536
InvesTrust
Oklahoma
$4.35M +$112K +1,018 +3%
IAA
537
Independent Advisor Alliance
North Carolina
$4.33M -$756K -6,871 -15%
GC
538
Gilbert & Cook
Iowa
$4.33M -$1.41M -12,774 -24%
LSERS
539
Louisiana State Employees Retirement System
Louisiana
$4.32M
TBA
540
Tower Bridge Advisors
Pennsylvania
$4.31M -$38.5K -350 -0.9%
MPAM
541
Murphy Pohlad Asset Management
Minnesota
$4.31M +$1.29M +11,735 +43%
BBVA
542
Banco Bilbao Vizcaya Argentaria
Spain
$4.31M -$1.27M -11,580 -23%
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$4.26M +$43K +391 +1%
AWAG
544
ARS Wealth Advisors Group
Florida
$4.26M +$325K +2,959 +8%
SAM
545
Securian Asset Management
Minnesota
$4.25M -$71.3K -648 -2%
EP
546
Edgestream Partners
New Jersey
$4.24M +$1.31M +11,880 +45%
HNB
547
Huntington National Bank
Ohio
$4.2M -$577K -5,248 -12%
CGH
548
Crossmark Global Holdings
Texas
$4.19M -$53.5K -486 -1%
HSA
549
HBK Sorce Advisory
Pennsylvania
$4.19M +$184K +1,670 +5%
ECM
550
EagleClaw Capital Management
Massachusetts
$4.18M +$14K +127 +0.3%