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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 %
CWM
1051
Copia Wealth Management
Oregon
$1.08M
MTC
1052
Matrix Trust Company
Colorado
$1.07M +$14.6K +133 +1%
NSAM
1053
North Star Asset Management
Wisconsin
$1.07M -$236K -2,149 -18%
LFG
1054
Larson Financial Group
Missouri
$1.07M +$168K +1,526 +19%
Kayne Anderson Rudnick Investment Management
1055
Kayne Anderson Rudnick Investment Management
California
$1.07M -$6.31M -57,353 -86%
AG
1056
AIA Group
Hong Kong
$1.07M +$684K +6,218 +177%
MAS
1057
Meeder Advisory Services
Ohio
$1.07M -$33.5K -305 -3%
SEM
1058
Strategic Equity Management
Arizona
$1.07M
KAS
1059
KPP Advisory Services
Kentucky
$1.06M +$1.06M +9,671 New
IFWM
1060
Institute for Wealth Management
Colorado
$1.06M -$63.2K -575 -6%
GFG
1061
Goldstone Financial Group
Illinois
$1.06M +$110 +1 +0%
WP
1062
Woodline Partners
California
$1.06M -$1.35M -12,315 -56%
ZIG
1063
Zuckerman Investment Group
Illinois
$1.06M +$220K +2,000 +26%
PHK
1064
Point72 Hong Kong
Hong Kong
$1.06M +$1.06M +9,596 New
OC
1065
Oarsman Capital
Wisconsin
$1.04M +$957K +8,700 +1,089%
GWCM
1066
Godshalk Welsh Capital Management
Pennsylvania
$1.04M -$27.5K -250 -3%
PWP
1067
Precedent Wealth Partners
Texas
$1.04M +$315K +2,862 +43%
SAI
1068
Savvy Advisors Inc
New York
$1.04M +$757K +6,885 +265%
FWM
1069
ForthRight Wealth Management
Georgia
$1.04M -$3.85K -35 -0.4%
EFS
1070
Essex Financial Services
Connecticut
$1.04M +$287K +2,608 +38%
KWA
1071
Kondo Wealth Advisors
California
$1.03M -$58.3K -530 -5%
OWA
1072
Octavia Wealth Advisors
Ohio
$1.03M +$154K +1,402 +18%
VFA
1073
Voya Financial Advisors
Connecticut
$1.02M +$33.3K +304 +3%
PFM
1074
Potomac Fund Management
Florida
$1.02M +$107K +1,114 +12%
APIM
1075
Agate Pass Investment Management
Washington
$1.02M +$489K +4,450 +93%