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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 %
ORG
776
Optimist Retirement Group
Washington
$2.15M +$1.46M +13,278 +212%
SCP
777
Shorepoint Capital Partners
Massachusetts
$2.15M +$31K +282 +1%
SC
778
Savoie Capital
Illinois
$2.13M
Twin Tree Management
779
Twin Tree Management
Texas
$2.13M -$4.22M -38,398 -67%
HIS
780
Harvest Investment Services
Illinois
$2.12M -$440 -4 -0%
LAM
781
LECAP Asset Management
United Kingdom
$2.12M +$154K +1,398 +8%
AUB
782
Atlantic Union Bankshares
Virginia
$2.11M -$180K -1,635 -8%
PWG
783
Portside Wealth Group
Utah
$2.1M +$510K +4,639 +32%
P
784
Pitcairn
Pennsylvania
$2.1M -$329K -2,992 -14%
WI
785
Wahed Invest
New York
$2.09M +$69.3K +630 +3%
GIA
786
GHP Investment Advisors
Colorado
$2.09M +$61.9K +563 +3%
RCAG
787
Rehmann Capital Advisory Group
Michigan
$2.08M +$301K +2,733 +17%
MGWM
788
Marks Group Wealth Management
Minnesota
$2.08M +$29.4K +267 +1%
CCM
789
Cox Capital Management
Massachusetts
$2.07M +$384K +3,492 +23%
OM
790
OV Management
Minnesota
$2.05M +$554K +5,041 +37%
OHWP
791
Oak Harbor Wealth Partners
North Carolina
$2.04M
MFS
792
Miller Financial Services
Michigan
$2.04M +$132K +1,197 +7%
DWP
793
Daymark Wealth Partners
Ohio
$2.04M -$360K -3,269 -15%
SG
794
StoneX Group
New York
$2.03M -$81.1K -737 -4%
AIMCA
795
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.02M -$3.16M -28,700 -61%
AL
796
Arnhold LLC
New York
$2.02M
CC
797
Courier Capital
New York
$2M -$86.2K -784 -4%
PFA
798
Pathway Financial Advisers
Indiana
$2M +$130K +1,185 +7%
FB
799
Fulton Bank
Pennsylvania
$2M -$47.3K -430 -2%
KWA
800
Kingswood Wealth Advisors
California
$1.99M +$71K +646 +4%