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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 %
AAP
976
Arax Advisory Partners
Colorado
$1.32M -$841K -7,647 -39%
GVAG
977
Great Valley Advisor Group
Delaware
$1.31M -$68.2K -620 -5%
HI
978
Harbour Investments
Wisconsin
$1.31M -$70.3K -639 -5%
GFA
979
Gifford Fong Associates
California
$1.3M
MCWS
980
McKinley Carter Wealth Services
West Virginia
$1.3M +$77.3K +703 +6%
CPBTD
981
Central Pacific Bank - Trust Division
Hawaii
$1.29M -$95.3K -866 -7%
CM
982
Caption Management
Oklahoma
$1.29M +$1.29M +11,750 New
OIA
983
Optimum Investment Advisors
Illinois
$1.29M -$33K -300 -2%
HCP
984
Hexagon Capital Partners
Arkansas
$1.29M -$45.6K -415 -3%
AMIM
985
Aull & Monroe Investment Management
Alabama
$1.28M -$19.2K -175 -1%
PNC
986
Park National Corp
Ohio
$1.28M -$102K -931 -7%
BHPW
987
Beverly Hills Private Wealth
California
$1.27M +$15.2K +138 +1%
TFA
988
Teamwork Financial Advisors
Texas
$1.27M +$195K +1,777 +18%
MWM
989
Meridian Wealth Management
Kentucky
$1.27M +$212K +1,931 +20%
WGC
990
Watts Gwilliam & Co
Arizona
$1.27M +$470K +4,271 +59%
MAM
991
Madison Asset Management
Wisconsin
$1.27M -$6.68M -60,758 -84%
HAM
992
Harmony Asset Management
Arizona
$1.26M +$795K +7,231 +169%
O
993
Ossiam
France
$1.26M -$3.85K -35 -0.3%
SGI
994
Summit Global Investments
Utah
$1.26M -$7.15M -64,984 -85%
FDS
995
First Dallas Securities
Texas
$1.26M +$11.2K +102 +0.9%
NL
996
Navalign LLC
California
$1.25M +$1.25M +11,398 New
MMG
997
Monetary Management Group
Missouri
$1.25M +$1.19M +10,795 +1,811%
MA
998
Montag & Associates
Georgia
$1.25M
MWM
999
Mission Wealth Management
California
$1.25M +$29.3K +266 +2%
QP
1000
Quilter Plc
United Kingdom
$1.25M