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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 %
SPC
901
Sigma Planning Corp
Michigan
$1.75M +$130K +1,034 +8%
FTWA
902
Fifth Third Wealth Advisors
Ohio
$1.74M +$507K +4,021 +41%
VT
903
Vise Technologies
New York
$1.73M +$71.2K +565 +4%
EWA
904
Exencial Wealth Advisors
Oklahoma
$1.73M -$63K -500 -4%
ACA
905
Aptus Capital Advisors
Alabama
$1.73M +$452K +3,588 +35%
GAMC
906
Garner Asset Management Corp
Texas
$1.73M +$87.3K +692 +5%
HCCM
907
Hudson Canyon Capital Management
New York
$1.72M +$170K +1,350 +11%
PCIA
908
Prime Capital Investment Advisors
Kansas
$1.72M +$339K +2,685 +24%
WCBA
909
Weaver C. Barksdale & Associates
Tennessee
$1.72M -$42.7K -339 -2%
CCG
910
Cypress Capital Group
Florida
$1.72M -$495K -3,925 -22%
RI
911
Ridgewood Investments
New Jersey
$1.72M +$95.3K +756 +6%
OM
912
OV Management
Minnesota
$1.72M +$146K +1,161 +9%
WFPG
913
Waller Financial Planning Group
Ohio
$1.71M
VI
914
Vestcor Inc
New Brunswick, Canada
$1.71M -$150K -1,188 -8%
C
915
Certuity
Florida
$1.7M +$54.4K +431 +3%
AF
916
Alerus Financial
North Dakota
$1.7M +$39.8K +316 +2%
IWA
917
Icon Wealth Advisors
Texas
$1.68M -$43.8K -347 -3%
VVP
918
Venture Visionary Partners
Ohio
$1.68M -$1.23M -9,778 -42%
HGWM
919
Horst & Graben Wealth Management
Oregon
$1.67M +$1.26K +10 +0.1%
CI
920
Cherokee Insurance
Michigan
$1.67M +$1.67M +13,250 New
GRP
921
Global Retirement Partners
California
$1.66M +$73.6K +584 +5%
TPCW
922
TD Private Client Wealth
New York
$1.66M -$459K -3,643 -22%
SIP
923
Stoneridge Investment Partners
Pennsylvania
$1.66M -$12.6K -100 -0.8%
DWA
924
Douglass Winthrop Advisors
New York
$1.66M
CWM
925
Crowley Wealth Management
Delaware
$1.65M +$1.65M +13,117 New