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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 %
PCIA
626
Prime Capital Investment Advisors
Kansas
$3.17M +$1.67M +15,205 +111%
OIA
627
OneDigital Investment Advisors
Kansas
$3.17M -$471K -4,281 -13%
WAM
628
Wolverine Asset Management
Illinois
$3.16M +$2.43M +22,111 +332%
CK
629
Cohen Klingenstein
New York
$3.16M -$30.8K -280 -1%
AFG
630
Albion Financial Group
Utah
$3.16M -$1.21M -10,958 -28%
BFG
631
Bleakley Financial Group
New Jersey
$3.13M -$609K -5,534 -16%
HH
632
Hilltop Holdings
Texas
$3.13M +$1.09M +9,929 +54%
KFC
633
Klingenstein Fields & Co
New York
$3.1M -$16.4K -149 -0.5%
PWM
634
Perigon Wealth Management
California
$3.1M +$27.6K +251 +0.9%
ICP
635
Ilex Capital Partners
United Kingdom
$3.1M +$3.1M +28,150 New
QC
636
Quadrature Capital
United Kingdom
$3.08M +$3.08M +27,990 New
SWMG
637
Signature Wealth Management Group
Georgia
$3.08M +$197K +1,789 +7%
IA
638
Inspire Advisors
Idaho
$3.05M +$3.05M +27,770 New
AWA
639
Arkadios Wealth Advisors
Georgia
$3.05M +$1.12M +10,219 +58%
TAM
640
Tocqueville Asset Management
New York
$3.04M -$2.89M -26,234 -49%
IP
641
Interval Partners
New York
$3.04M -$69.5M -631,862 -96%
BFG
642
Beacon Financial Group
Texas
$3.02M -$65.6K -596 -2%
ACM
643
Argyle Capital Management
Pennsylvania
$3.01M +$107K +977 +4%
EI
644
Ethic Inc
New York
$3.01M +$128K +1,170 +4%
AM
645
Atwater Malick
Pennsylvania
$3M +$314K +2,852 +12%
Fidelity International
646
Fidelity International
Bermuda
$3M -$605K -5,496 -17%
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$2.99M -$114K -1,038 -4%
MIF
648
Mediolanum International Funds
Ireland
$2.98M -$468K -4,270 -14%
CA
649
Clearstead Advisors
Ohio
$2.97M +$1.14M +10,381 +62%
TWC
650
TD Waterhouse Canada
Ontario, Canada
$2.96M +$206K +1,884 +7%