UPS icon

United Parcel Service

2,260 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 778 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
+119
Holders Change %
+5.56%
% of All Funds
30.08%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
778
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
551
HB Wealth Management
Georgia
$4.93M +$780K +6,183 +19%
APP
552
Avantax Planning Partners
Iowa
$4.92M +$172K +1,361 +4%
RCA
553
Riverview Capital Advisers
Massachusetts
$4.9M -$26.2K -208 -0.5%
MA
554
Mutual Advisors
Nebraska
$4.87M +$1.12M +8,590 +30%
CGH
555
Crossmark Global Holdings
Texas
$4.86M -$195K -1,549 -4%
IWM
556
Iams Wealth Management
Nebraska
$4.86M -$377K -2,993 -7%
I
557
InvesTrust
Oklahoma
$4.86M +$4.86M +38,565 New
SBIA
558
Sheaff Brock Investment Advisors
Indiana
$4.84M -$282K -2,237 -6%
BHIA
559
Birch Hill Investment Advisors
Massachusetts
$4.83M -$575K -4,563 -11%
CB
560
Community Bank
New York
$4.8M +$69.4K +550 +1%
CFB
561
Cullen/Frost Bankers
Texas
$4.78M -$135K -1,074 -3%
ECM
562
EagleClaw Capital Management
Massachusetts
$4.78M +$253K +2,010 +6%
EFIC
563
Eliot Finkel Investment Counsel
California
$4.74M -$1.89K -15 -0%
WCM Investment Management
564
WCM Investment Management
California
$4.72M +$3.33M +26,534 +239%
LBC
565
Lowe Brockenbrough & Co
Virginia
$4.68M -$310K -2,460 -6%
KFP
566
KMG Fiduciary Partners
Ohio
$4.68M -$1.18M -9,351 -20%
TI
567
TrueMark Investments
Illinois
$4.65M +$395K +3,132 +9%
CICI
568
Capital Investment Counsel Inc
North Carolina
$4.65M +$38K +301 +0.8%
Bessemer Group
569
Bessemer Group
New Jersey
$4.6M +$146K +1,158 +3%
HSA
570
HBK Sorce Advisory
Pennsylvania
$4.59M -$422K -3,347 -8%
Wealthfront Advisers
571
Wealthfront Advisers
California
$4.58M +$2.64M +20,968 +136%
Nomura Holdings
572
Nomura Holdings
Japan
$4.56M +$1.59M +12,612 +54%
AWAG
573
ARS Wealth Advisors Group
Florida
$4.51M +$76.3K +605 +2%
BDA
574
Borer Denton & Associates
Pennsylvania
$4.49M -$193K -1,529 -4%
VIM
575
Vinva Investment Management
Australia
$4.49M +$933K +7,443 +26%