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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 %
KOC
826
Koss-Olinger Consulting
Florida
$1.86M +$1.86M +16,887 New
VWM
827
Venturi Wealth Management
Texas
$1.85M +$319K +2,896 +21%
HIM
828
Harbour Investment Management
Washington
$1.85M +$201K +1,829 +12%
SPC
829
Sigma Planning Corp
Michigan
$1.85M +$325K +2,954 +21%
QPBE
830
Quintet Private Bank (Europe)
Luxembourg
$1.84M +$16.3K +148 +0.9%
MIM
831
Miller Investment Management
Pennsylvania
$1.84M -$16.7K -152 -0.9%
DTL
832
Dynamic Technology Lab
Singapore
$1.83M +$1.31M +11,940 +252%
LF
833
Lantz Financial
Illinois
$1.83M -$17.2K -156 -0.9%
MCM
834
Mengis Capital Management
Oregon
$1.83M -$17K -155 -0.9%
VCM
835
Voleon Capital Management
California
$1.81M +$420K +3,819 +30%
PD
836
Point72 (DIFC)
United Arab Emirates
$1.81M +$627K +5,703 +53%
SMA
837
Sage Mountain Advisors
Georgia
$1.8M +$133K +1,211 +8%
AOI
838
Auto-Owners Insurance
Michigan
$1.8M -$2.3M -6,900 -56%
CCP
839
Carmel Capital Partners
California
$1.8M +$88.9K +808 +5%
MCP
840
Martin Capital Partners
Oregon
$1.78M -$38.6K -351 -2%
PA
841
Parallel Advisors
California
$1.78M -$29.5K -268 -2%
BAM
842
Boyar Asset Management
New York
$1.77M -$163K -1,479 -8%
GLF
843
Groupe la Francaise
France
$1.76M -$322K -2,928 -15%
MWM
844
Maltin Wealth Management
New Jersey
$1.76M -$266K -2,422 -13%
NRS
845
Neville Rodie & Shaw
New York
$1.76M +$14.3K +130 +0.8%
GIC
846
Generali Investments CEE
Czech Republic
$1.76M +$484K +4,400 +38%
ABTD
847
Arvest Bank Trust Division
Oklahoma
$1.76M -$4.62K -42 -0.3%
HPG
848
Harvest Portfolios Group
Ontario, Canada
$1.75M +$335K +3,047 +24%
CPC
849
CFC Planning Company
Indiana
$1.73M +$362K +3,295 +26%
PF
850
Phoenix Financial
Israel
$1.73M +$1.14M +10,330 +192%