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United Parcel Service
UPS

2,288 hedge funds and large institutions have $70.7B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 789 increasing their positions, 957 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 312 | Existing positions closed: 146

19% more funds holding in top 10

Funds holding in top 10: 36 → 43 (+7)

6% more funds holding

Funds holding: 2,161 → 2,288 (+127)

4% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.9B

1% more capital invested

Capital invested by funds: $69.9B → $70.7B (+$773M)

1.81% less ownership

Funds ownership: 72.09% → 70.28% (-1.8%)

18% less repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 957

Holders
2,288
Holders Change
+127
Holders Change %
+5.88%
% of All Funds
30.13%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
312
Increased
789
Reduced
957
Closed
146
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$195M
2
VanEck Associates
VanEck Associates
New York
+$181M
3
Charles Schwab
Charles Schwab
California
+$176M
4
Amundi
Amundi
France
+$168M
5
UBS Group
UBS Group
Switzerland
+$144M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.91B
2
Goldman Sachs
Goldman Sachs
New York
-$515M
3
BlackRock
BlackRock
New York
-$272M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$193M
5
Ameriprise
Ameriprise
Minnesota
-$187M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
751
Leelyn Smith
Illinois
$2.66M +$2.77M +21,065 New
IBOK
752
Independence Bank of Kentucky
Kentucky
$2.65M +$104K +788 +4%
MCM
753
Mattern Capital Management
Colorado
$2.65M -$988K -7,507 -26%
SF
754
Slagle Financial
Illinois
$2.64M +$87.9K +668 +3%
AIS
755
AM Investment Strategies
Tennessee
$2.63M +$632K +4,805 +30%
AUB
756
Atlantic Union Bankshares
Virginia
$2.62M -$119K -905 -4%
EF
757
Exeter Financial
Arizona
$2.62M +$104K +790 +4%
VWMG
758
Virginia Wealth Management Group
Virginia
$2.61M +$163K +1,235 +6%
BHA
759
Beech Hill Advisors
New York
$2.61M +$229K +1,738 +9%
KWM
760
Kingsview Wealth Management
Oregon
$2.61M -$2.53M -19,261 -48%
PCTC
761
Perkins Coie Trust Company
Washington
$2.59M -$90.8K -690 -3%
HCMT
762
Highland Capital Management (Tennessee)
Tennessee
$2.59M -$61.9K -470 -2%
BHWA
763
Beacon Harbor Wealth Advisors
Virginia
$2.58M -$4.08M -31,001 -60%
MHI
764
Miller Howard Investments
New York
$2.55M +$163K +1,237 +7%
BRWA
765
B. Riley Wealth Advisors
Florida
$2.54M -$149K -1,132 -5%
DW30
766
Drucker Wealth 3.0
New Jersey
$2.54M -$349K -2,655 -12%
CIAS
767
Capital Investment Advisory Services
North Carolina
$2.52M +$869K +6,603 +49%
AAMA
768
Advanced Asset Management Advisors
Ohio
$2.52M – – –
VA
769
Vident Advisory
Georgia
$2.5M -$708K -5,378 -21%
MG
770
Marex Group
$2.5M +$1.76M +13,372 +208%
AAP
771
Arax Advisory Partners
Colorado
$2.47M +$2.14M +16,297 +490%
WIA
772
World Investment Advisors
California
$2.47M +$255K +1,941 +11%
LWANC
773
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M +$101K +767 +4%
TMAM
774
Tokio Marine Asset Management
Japan
$2.46M +$39.2K +298 +2%
GLF
775
Groupe la Francaise
France
$2.46M +$2.5M +18,978 New
29 30
31
32 33

UPS Hedge Fund Activity: Q4 2024 in Review

2,288 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2024, worth a combined $70.7B — up 1.1% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 312 funds opened new UPS positions and 146 closed out — a net gain of 166 holders — while 789 added to existing stakes and 957 trimmed.

The largest buyer was Franklin Resources, adding an estimated $195M. The largest seller was International Assets Investment Management, cutting an estimated $1.91B.

  • 2,288 institutional investors held United Parcel Service (UPS) as of Q4 2024, up from 2,161 in Q3 2024.
  • Funds reported $70.7B of United Parcel Service stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 312 funds opened new United Parcel Service positions in Q4 2024 and 146 closed out, a net change of +166 holders.
  • The largest United Parcel Service buyer in Q4 2024 was Franklin Resources, an estimated $195M added.
  • The largest United Parcel Service seller in Q4 2024 was International Assets Investment Management, an estimated $1.91B sold.

Based on aggregated 13F filings for Q4 2024.