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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 %
I
951
InceptionR
California
$1.39M +$1.16M +10,553 +516%
HWAM
952
Hennion & Walsh Asset Management
New Jersey
$1.39M -$37.5K -341 -3%
DWM
953
Dakota Wealth Management
Florida
$1.38M +$224K +2,035 +19%
XWM
954
Xcel Wealth Management
Florida
$1.37M +$19.8K +180 +1%
CWM
955
Cornerstone Wealth Management
Missouri
$1.37M +$268K +2,438 +24%
FFA
956
Farther Finance Advisors
California
$1.37M +$272K +2,486 +25%
CNBT
957
Canandaigua National Bank & Trust
New York
$1.37M +$612K +5,568 +81%
FWIA
958
Fort Washington Investment Advisors
Ohio
$1.37M +$55.4K +504 +4%
CIC
959
Carnegie Investment Counsel
Ohio
$1.36M +$284K +2,900 +26%
IWM
960
IHT Wealth Management
Illinois
$1.36M +$31.9K +290 +2%
LFA
961
Level Financial Advisors
New York
$1.36M
NIG
962
NFJ Investment Group
Texas
$1.36M -$64.2K -584 -5%
CCG
963
Cypress Capital Group
Florida
$1.36M -$142K -1,287 -9%
MWM
964
Modern Wealth Management
Kansas
$1.36M +$157K +1,429 +13%
LRWA
965
Long Run Wealth Advisors
New York
$1.35M +$1.35M +12,280 New
WWM
966
Wolff Wiese Magana
California
$1.35M +$1.31M +11,911 +3,254%
WBC
967
Westpac Banking Corp
Australia
$1.35M +$773K +7,029 +134%
CA
968
Carson Advisory
Georgia
$1.35M +$5.17K +47 +0.4%
CWM
969
Crowley Wealth Management
Delaware
$1.35M -$94.4K -858 -7%
EM
970
Excalibur Management
Massachusetts
$1.34M +$42K +382 +3%
IGAM
971
iA Global Asset Management
Quebec, Canada
$1.34M +$605K +5,501 +82%
RPC
972
Rossmore Private Capital
Connecticut
$1.34M -$44.1K -401 -3%
JIC
973
Johnson Investment Counsel
Ohio
$1.34M -$66.2K -602 -5%
SFS
974
Stiles Financial Services
Minnesota
$1.33M +$13.4K +122 +1%
RMDI
975
R.M. Davis Inc
Maine
$1.32M +$50K +455 +4%