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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 %
SSB
1026
Sandy Spring Bank
Maryland
$1.33M -$30.1K -239 -2%
DWM
1027
Dakota Wealth Management
Florida
$1.32M -$71.9K -570 -5%
FG
1028
Fiduciary Group
Georgia
$1.32M -$77K -611 -6%
VWWMG
1029
Vermillion & White Wealth Management Group
Pennsylvania
$1.32M -$378 -3 -0%
TLCM
1030
Twin Lakes Capital Management
California
$1.31M -$626K -4,964 -32%
KWA
1031
Kondo Wealth Advisors
California
$1.31M +$1.31M +9,939 New
PL
1032
Perpetual Ltd
Australia
$1.31M -$781K -6,193 -37%
AWM
1033
Avitas Wealth Management
California
$1.31M -$9.33K -74 -0.7%
DWM
1034
Daner Wealth Management
Georgia
$1.31M +$1.31M +11,369 New
HAG
1035
HF Advisory Group
Maryland
$1.31M +$1.31M +10,350 New
GP
1036
Greenline Partners
New York
$1.29M -$746K -5,915 -37%
IFWM
1037
Institute for Wealth Management
Colorado
$1.29M -$348K -2,763 -21%
MBTD
1038
Mechanics Bank - Trust Department
California
$1.29M -$26.9K -213 -2%
LOAMS
1039
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M +$1.28M +10,177 New
SXL
1040
Summit X LLC
Missouri
$1.28M -$180K -1,428 -12%
GWM
1041
GSB Wealth Management
Connecticut
$1.28M -$266K -2,113 -17%
AA
1042
Altman Advisors
Illinois
$1.27M +$1.27M +10,071 New
FFA
1043
Farther Finance Advisors
California
$1.27M -$236K -1,871 -16%
MAS
1044
Meeder Advisory Services
Ohio
$1.26M -$17.4K -138 -1%
CWM
1045
Cornerstone Wealth Management
Missouri
$1.26M +$107K +852 +9%
CA
1046
CoreCap Advisors
Michigan
$1.26M +$653K +5,179 +108%
CCA
1047
Cora Capital Advisors
New Jersey
$1.26M -$2.02K -16 -0.2%
CWM
1048
Copia Wealth Management
Oregon
$1.24M +$1.24M +9,846 New
HAIM
1049
Hunter Associates Investment Management
Pennsylvania
$1.24M -$288K -2,283 -19%
TFA
1050
Teamwork Financial Advisors
Texas
$1.23M +$444K +3,520 +56%