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 %
BONH
576
Bank of New Hampshire
New Hampshire
$3.8M -$111K -1,010 -3%
CRI
577
Commonwealth Retirement Investments
Virginia
$3.77M +$647K +5,884 +21%
YIH
578
Y-Intercept (HK)
Hong Kong
$3.76M +$2.39M +21,718 +174%
NMERB
579
New Mexico Educational Retirement Board
New Mexico
$3.76M -$88K -800 -2%
AA
580
Advisory Alpha
Michigan
$3.76M +$902K +8,205 +32%
VWM
581
Valley Wealth Managers
New Jersey
$3.75M +$1.79M +16,285 +91%
PCM
582
Palouse Capital Management
Washington
$3.75M +$1.9M +17,297 +103%
MSRPS
583
Maryland State Retirement & Pension System
Maryland
$3.75M -$596K -5,418 -14%
HC
584
Hourglass Capital
Texas
$3.73M +$373K +3,390 +11%
CIAS
585
Capital Investment Advisory Services
North Carolina
$3.71M +$1.51M +13,691 +68%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$3.7M +$1.59M +14,447 +75%
BCFS
587
Butensky & Cohen Financial Security
Florida
$3.69M +$349K +3,175 +10%
NB
588
Northwest Bancshares
Pennsylvania
$3.69M +$213K +1,935 +6%
RAM
589
Redmond Asset Management
Virginia
$3.68M +$314K +2,851 +9%
CWM
590
Congress Wealth Management
Massachusetts
$3.65M +$2.47M +22,161 +209%
FCM
591
Fieldview Capital Management
Michigan
$3.64M +$3.64M +33,113 New
BFA
592
Bragg Financial Advisors
North Carolina
$3.63M -$134K -1,221 -4%
BDA
593
Borer Denton & Associates
Pennsylvania
$3.63M -$291K -2,650 -7%
SC
594
SummitTX Capital
Texas
$3.61M +$3.61M +32,810 New
SWM
595
Spire Wealth Management
Virginia
$3.59M +$2.37M +21,533 +194%
SIG
596
Sky Investment Group
Connecticut
$3.58M -$134K -1,220 -4%
PDM
597
Penn Davis McFarland
Texas
$3.56M -$23.5K -214 -0.7%
KWM
598
Kingsview Wealth Management
Oregon
$3.54M +$1.26M +11,485 +55%
CA
599
Cornerstone Advisors
North Carolina
$3.53M
RWM
600
Rench Wealth Management
Texas
$3.52M +$41K +373 +1%