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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 %
GWCM
1051
Godshalk Welsh Capital Management
Pennsylvania
$1.23M
MI
1052
Moneywise Inc
Virginia
$1.22M
SEM
1053
Strategic Equity Management
Arizona
$1.22M +$1.22M +9,688 New
CFMC
1054
Curbstone Financial Management Corp
New Hampshire
$1.22M +$1.22M +9,672 New
GFG
1055
Goldstone Financial Group
Illinois
$1.22M +$3.15K +25 +0.3%
CHJWM
1056
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.22M -$78.1K -698 -6%
MTC
1057
Matrix Trust Company
Colorado
$1.22M -$13.4K -106 -1%
FAIM
1058
Financial Advocates Investment Management
Washington
$1.21M +$175K +1,389 +17%
MWM
1059
Meridian Wealth Management
Kentucky
$1.21M -$3.03K -24 -0.2%
FC
1060
Forte Capital
New York
$1.21M -$290K -2,296 -19%
PA
1061
Procyon Advisors
Connecticut
$1.21M -$1.28M -10,185 -51%
GWMR
1062
GC Wealth Management RIA
Massachusetts
$1.21M -$42.7K -339 -3%
KIM
1063
Kestra Investment Management
Texas
$1.21M +$320K +2,534 +36%
AIM
1064
ARK Investment Management
Florida
$1.2M -$17.5K -139 -1%
WKSWA
1065
White Knight Strategic Wealth Advisors
New Jersey
$1.2M +$600K +4,762 +101%
FWM
1066
ForthRight Wealth Management
Georgia
$1.2M +$1.01K +8 +0.1%
PFM
1067
Potomac Fund Management
Florida
$1.19M +$1.19M +9,471 New
BAM
1068
Belpointe Asset Management
Nevada
$1.18M +$215K +1,673 +22%
DT
1069
Diversified Trust
Tennessee
$1.18M -$256K -2,034 -18%
RB
1070
Rodgers Brothers
Pennsylvania
$1.18M +$504 +4 +0%
TCPW
1071
Twin City Private Wealth
North Carolina
$1.17M -$158K -1,251 -12%
RAM
1072
Readystate Asset Management
Illinois
$1.17M +$1.17M +9,273 New
PCG
1073
PFC Capital Group
California
$1.17M -$94.5K -750 -7%
HFRG
1074
Houlihan Financial Resource Group
Virginia
$1.16M -$37.8K -300 -3%
CIG
1075
Cullen Investment Group
Louisiana
$1.16M -$97K -769 -8%