UPS icon

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 %
WCM Investment Management
551
WCM Investment Management
California
$4.13M -$987 -9 -0%
TC
552
Truvestments Capital
Florida
$4.11M +$1.65M +15,033 +67%
LBC
553
Lowe Brockenbrough & Co
Virginia
$4.11M +$23.8K +216 +0.6%
EWM
554
Evercore Wealth Management
New York
$4.09M -$2.74M -24,891 -40%
IIM
555
INTECH Investment Management
Florida
$4.09M +$379K +3,444 +10%
CICI
556
Capital Investment Counsel Inc
North Carolina
$4.09M +$37.3K +339 +0.9%
AWS
557
Arkfeld Wealth Strategies
Nebraska
$4.08M +$4.08M +40,983 New
Group One Trading
558
Group One Trading
Illinois
$4.08M +$2.65M +24,119 +186%
SIA
559
Soltis Investment Advisors
Utah
$4.08M +$603K +5,482 +17%
Kovitz Investment Group Partners
560
Kovitz Investment Group Partners
Illinois
$4.08M +$222K +2,018 +6%
BCCM
561
Bridge Creek Capital Management
Massachusetts
$4.07M +$193K +1,752 +5%
EDRH
562
Edmond de Rothschild Holding
Switzerland
$4.03M -$285K -2,591 -7%
DIA
563
Dean Investment Associates
Ohio
$4M +$947K +8,606 +31%
IPW
564
Inlet Private Wealth
Florida
$3.97M +$104K +950 +3%
CGH
565
CMG Global Holdings
Texas
$3.97M -$198K -2,001 -5%
ITC
566
Inspire Trust Company
Nevada
$3.96M +$880K +8,000 +29%
BL
567
BCWM LLC
Kansas
$3.96M +$3.96M +35,962 New
SC
568
Stolper & Co
Oklahoma
$3.92M +$12.5K +114 +0.3%
BA
569
Bristlecone Advisors
Washington
$3.91M +$450K +4,090 +13%
VIM
570
Vinva Investment Management
Australia
$3.91M -$14K -128 -0.4%
CB
571
Commerce Bank
Missouri
$3.9M +$244K +2,219 +7%
SFI
572
Siemens Fonds Invest
Germany
$3.88M +$19.6K +178 +0.5%
PRS
573
Pinkerton Retirement Specialists
Idaho
$3.84M +$429K +3,897 +13%
FFM
574
Fisher Funds Management
New Zealand
$3.82M
PP
575
PDS Planning
Ohio
$3.81M +$7.26K +66 +0.2%