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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 %
AIS
751
AM Investment Strategies
Tennessee
$2.63M +$606K +4,805 +30%
AUB
752
Atlantic Union Bankshares
Virginia
$2.62M -$114K -905 -4%
EF
753
Exeter Financial
Arizona
$2.62M +$99.6K +790 +4%
VWMG
754
Virginia Wealth Management Group
Virginia
$2.61M +$156K +1,235 +6%
BHA
755
Beech Hill Advisors
New York
$2.61M +$219K +1,738 +9%
KWM
756
Kingsview Wealth Management
Oregon
$2.61M -$2.43M -19,261 -48%
PCTC
757
Perkins Coie Trust Company
Washington
$2.59M -$87K -690 -3%
HCMT
758
Highland Capital Management (Tennessee)
Tennessee
$2.59M -$59.3K -470 -2%
BHWA
759
Beacon Harbor Wealth Advisors
Virginia
$2.58M -$3.91M -31,001 -60%
MHI
760
Miller Howard Investments
New York
$2.55M +$156K +1,237 +7%
BRWA
761
B. Riley Wealth Advisors
Florida
$2.54M -$143K -1,132 -5%
DW30
762
Drucker Wealth 3.0
New Jersey
$2.54M -$335K -2,655 -12%
CIAS
763
Capital Investment Advisory Services
North Carolina
$2.52M +$833K +6,603 +49%
AAMA
764
Advanced Asset Management Advisors
Ohio
$2.52M
VA
765
Vident Advisory
Georgia
$2.5M -$678K -5,378 -21%
AAP
766
Arax Advisory Partners
Colorado
$2.47M +$2.06M +16,297 +490%
WIA
767
World Investment Advisors
California
$2.47M +$245K +1,941 +11%
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M +$96.7K +767 +4%
TMAM
769
Tokio Marine Asset Management
Japan
$2.46M +$37.6K +298 +2%
GLF
770
Groupe la Francaise
France
$2.46M +$2.46M +18,978 New
KIC
771
Keating Investment Counselors
Florida
$2.45M -$6.31K -50 -0.3%
AP
772
Americana Partners
Texas
$2.45M +$139K +1,106 +6%
HIS
773
Harvest Investment Services
Illinois
$2.43M +$177K +1,400 +8%
PWC
774
PYA Waltman Capital
Tennessee
$2.43M +$103K +819 +4%
VAS
775
Vestmark Advisory Solutions
Massachusetts
$2.42M +$25.1K +199 +1%