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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 %
TW
751
TritonPoint Wealth
Maryland
$2.28M -$4.78M -43,425 -68%
IMCOOI
752
Investment Management Corp of Ontario (IMCO)
Canada
$2.27M +$2.27M +20,676 New
BHIA
753
Birch Hill Investment Advisors
Massachusetts
$2.26M -$1.95M -17,741 -46%
B
754
Bailard
California
$2.25M -$379K -3,449 -14%
HT
755
Heritage Trust
Oklahoma
$2.24M -$115K -1,043 -5%
GWM
756
Geneos Wealth Management
Colorado
$2.23M +$1.2M +10,175 +116%
SWP
757
Sagespring Wealth Partners
Tennessee
$2.23M -$97.1K -883 -4%
HCMT
758
Highland Capital Management (Tennessee)
Tennessee
$2.23M -$35.2K -320 -2%
DW30
759
Drucker Wealth 3.0
New Jersey
$2.22M +$1.21K +11 +0.1%
RFM
760
Royal Fund Management
Florida
$2.21M -$633K -5,759 -22%
BTI
761
Blue Trust Inc
Georgia
$2.21M +$563K +5,118 +34%
NHC
762
Nicholas Hoffman & Company
Georgia
$2.2M +$455K +4,134 +26%
AAMA
763
Advanced Asset Management Advisors
Ohio
$2.2M
SW
764
SkyOak Wealth
Michigan
$2.2M +$98.4K +895 +5%
OTL
765
Oak Thistle LLC
New York
$2.2M +$2.2M +19,981 New
WSFS
766
Wilmington Savings Fund Society
Delaware
$2.19M -$272K -2,473 -11%
PAS
767
Park Avenue Securities
New York
$2.19M +$296K +2,691 +16%
FC
768
Forte Capital
New York
$2.18M +$1.12M +10,198 +106%
WIA
769
World Investment Advisors
California
$2.18M +$22.2K +202 +1%
FPAS
770
Focus Partners Advisor Solutions
Missouri
$2.16M +$432K +3,927 +25%
SXL
771
Summit X LLC
Missouri
$2.16M +$1.05M +9,509 +94%
MRP
772
Measured Risk Portfolios
California
$2.16M +$212K +1,925 +11%
GWM
773
Glass Wealth Management
Texas
$2.16M -$239K -2,170 -10%
PWS
774
Peloton Wealth Strategists
Indiana
$2.16M -$305K -2,775 -12%
MTC
775
McDaniel Terry & Co
Texas
$2.16M -$787K -7,157 -27%