UPS icon

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 %
BCM
1001
BTC Capital Management
Iowa
$1.4M -$269K -2,132 -16%
AFG
1002
Atomi Financial Group
New York
$1.4M +$434K +3,440 +45%
BMWM
1003
Brown Miller Wealth Management
Virginia
$1.4M +$21.7K +172 +2%
MCWS
1004
McKinley Carter Wealth Services
West Virginia
$1.4M -$29.1K -231 -2%
NFC
1005
Northeast Financial Consultants
Connecticut
$1.4M
EIP
1006
Easterly Investment Partners
Massachusetts
$1.4M
SWM
1007
Spire Wealth Management
Virginia
$1.4M +$110K +871 +9%
RCA
1008
Resonant Capital Advisors
Wisconsin
$1.39M +$20.1K +159 +1%
LFA
1009
Legacy Financial Advisors
Kentucky
$1.39M +$275K +2,183 +25%
SSW
1010
Stone Summit Wealth
Florida
$1.39M -$3.15K -25 -0.2%
CIC
1011
Carnegie Investment Counsel
Ohio
$1.39M -$980K -7,773 -41%
MWM
1012
Modern Wealth Management
Kansas
$1.37M +$576K +4,564 +72%
IRC
1013
Investors Research Corp
Georgia
$1.37M -$12.6K -100 -0.9%
MSA
1014
MUFG Securities Americas
New York
$1.36M +$1.36M +10,796 New
TBT
1015
Texas Bank & Trust
Texas
$1.36M +$1.36M +10,781 New
AHB
1016
Abner Herrman & Brock
New Jersey
$1.36M -$6.94M -55,012 -84%
LMKC
1017
L.M. Kohn & Company
Ohio
$1.35M -$124K -981 -8%
PD
1018
Point72 (DIFC)
United Arab Emirates
$1.35M +$1.35M +10,724 New
BFS
1019
Bradley Foster & Sargent
Connecticut
$1.34M -$20.7K -164 -2%
TNBTD
1020
Trustmark National Bank Trust Department
Mississippi
$1.34M -$163K -1,296 -11%
CIC
1021
Cornercap Investment Counsel
Georgia
$1.34M -$58K -460 -4%
CWM
1022
Congress Wealth Management
Massachusetts
$1.34M -$7.65M -60,690 -85%
WIS
1023
Wright Investors Service
Connecticut
$1.33M -$1.01M -7,986 -43%
KFGK
1024
Keystone Financial Group (Kentucky)
Kentucky
$1.33M +$288K +2,330 +28%
AB
1025
ANB Bank
Colorado
$1.33M +$1.33M +10,540 New