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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 %
LFA
951
Level Financial Advisors
New York
$1.56M +$1.56M +12,382 New
CWM
952
Cordatus Wealth Management
Pennsylvania
$1.56M -$31.6K -251 -2%
AOI
953
Auto-Owners Insurance
Michigan
$1.55M
BP
954
Ballentine Partners
Massachusetts
$1.55M -$149K -1,183 -9%
XWM
955
Xcel Wealth Management
Florida
$1.55M -$14.8K -117 -0.9%
AWM
956
Axxcess Wealth Management
California
$1.55M -$4.79M -37,974 -76%
RT
957
Rockland Trust
Massachusetts
$1.54M +$39.8K +316 +3%
CA
958
Carson Advisory
Georgia
$1.54M -$194K -1,536 -11%
FBT
959
First Bankers Trust
Kentucky
$1.54M -$745K -5,909 -33%
HCP
960
Hexagon Capital Partners
Arkansas
$1.53M +$220K +1,744 +17%
BJL
961
Brighton Jones LLC
Washington
$1.53M +$596K +4,723 +64%
IWM
962
IHT Wealth Management
Illinois
$1.53M -$462K -3,660 -23%
GT
963
Greenleaf Trust
Michigan
$1.52M +$98K +777 +7%
CCM
964
Coldstream Capital Management
Washington
$1.52M -$120K -953 -7%
OIA
965
Optimum Investment Advisors
Illinois
$1.52M -$6.31K -50 -0.4%
CIA
966
Cladis Investment Advisory
Montana
$1.52M +$110K +876 +8%
SFS
967
Stiles Financial Services
Minnesota
$1.51M +$210K +1,663 +16%
FWIA
968
Fort Washington Investment Advisors
Ohio
$1.5M -$230K -1,820 -13%
NSAM
969
North Star Asset Management
Wisconsin
$1.5M -$437K -3,469 -23%
SLI
970
Sumitomo Life Insurance
Japan
$1.5M -$44K -349 -3%
AMIM
971
Aull & Monroe Investment Management
Alabama
$1.49M -$107K -850 -7%
EM
972
Excalibur Management
Massachusetts
$1.49M -$34.9K -277 -2%
LA
973
Legacy Advisors
Pennsylvania
$1.49M +$2.4K +19 +0.2%
GFA
974
Gifford Fong Associates
California
$1.49M
FFS
975
Flavin Financial Services
Florida
$1.48M +$1.48M +11,774 New