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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 %
OIM
876
Orca Investment Management
Oregon
$1.63M -$34.1K -310 -2%
AA
877
Argent Advisors
Louisiana
$1.62M +$331K +3,011 +26%
CI
878
Cherokee Insurance
Michigan
$1.62M +$165K +1,500 +11%
RI
879
Ridgewood Investments
New Jersey
$1.61M +$115K +1,045 +8%
MWM
880
MFG Wealth Management
Indiana
$1.61M +$1.61M +14,668 New
TIAA Trust, National Association
881
TIAA Trust, National Association
North Carolina
$1.61M -$29.3K -266 -2%
HIA
882
Harvest Investment Advisors
Florida
$1.61M +$342K +3,107 +27%
AA
883
Ancora Advisors
Ohio
$1.6M +$1.09M +9,941 +216%
CI
884
Ceera Investments
Texas
$1.6M +$355K +3,225 +29%
ST
885
Spinnaker Trust
Maine
$1.6M -$289K -2,629 -15%
JFG
886
Jefferies Financial Group
New York
$1.6M +$653K +5,935 +69%
SGCA
887
Steel Grove Capital Advisors
Tennessee
$1.59M +$1.31M +11,870 +455%
CIM
888
Corbyn Investment Management
Maryland
$1.59M +$62.9K +572 +4%
AC
889
Addison Capital
Pennsylvania
$1.59M -$35.1K -319 -2%
PA
890
Probity Advisors
Texas
$1.59M +$299K +2,717 +23%
HL
891
HeadInvest LLC
Maine
$1.58M -$88K -800 -5%
TWM
892
Tradition Wealth Management
Minnesota
$1.58M +$40.1K +365 +3%
AIMA
893
Ables Iannone Moore & Associates
Georgia
$1.57M +$206K +1,870 +15%
CYG
894
Clean Yield Group
Vermont
$1.56M -$30.9K -281 -2%
RBA
895
Richard Bernstein Advisors
New York
$1.56M -$48.1K -437 -3%
AAG
896
Accordant Advisory Group
Maryland
$1.55M -$36.8K -335 -2%
CPRC
897
Consolidated Portfolio Review Corp
New York
$1.55M +$652K +5,931 +72%
GAG
898
GM Advisory Group
New York
$1.55M +$1.55M +14,116 New
CRIG
899
Charter Research & Investment Group
Connecticut
$1.55M -$79.2K -720 -5%
AWE
900
Avidian Wealth Enterprises
Texas
$1.53M -$57.9K -526 -4%