UPS icon

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 %
PA
1076
Procyon Advisors
Connecticut
$1.02M -$42K -382 -4%
WCM
1077
Washburn Capital Management
Florida
$1.01M +$1.01M +9,220 New
CTC
1078
Central Trust Company
Missouri
$1.01M +$9.46K +86 +0.9%
HFRG
1079
Houlihan Financial Resource Group
Virginia
$1M -$11K -100 -1%
CFCI
1080
Comprehensive Financial Consultants Institutional
Indiana
$997K +$175K +1,588 +21%
RA
1081
RFG Advisory
Alabama
$995K -$423K -3,847 -30%
MSS
1082
Mitchell Sinkler & Starr
Pennsylvania
$994K -$11K -100 -1%
PCG
1083
PFC Capital Group
California
$990K -$29.6K -269 -3%
CCFM
1084
Clear Creek Financial Management
Washington
$989K +$140K +1,271 +16%
LIM
1085
Loudon Investment Management
New Hampshire
$988K -$239K -2,171 -19%
CHJWM
1086
Carlton Hofferkamp & Jenks Wealth Management
Texas
$978K -$45.9K -487 -4%
CA
1087
CoreCap Advisors
Michigan
$976K -$123K -1,115 -11%
AIM
1088
ARK Investment Management
Florida
$975K -$72.5K -659 -7%
WWM
1089
Western Wealth Management
Colorado
$970K -$39.3K -357 -4%
BCP
1090
Berkeley Capital Partners
Georgia
$966K +$551K +5,010 +133%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$962K -$775K -7,046 -45%
ACL
1092
Applied Capital LLC
Florida
$958K -$2.2K -20 -0.2%
FBT
1093
First Bankers Trust
Kentucky
$955K -$387K -3,523 -29%
BFIM
1094
Beese Fulmer Investment Management
Ohio
$951K -$770 -7 -0.1%
LIA
1095
LS Investment Advisors
Michigan
$950K +$413K +3,755 +77%
GWMR
1096
GC Wealth Management RIA
Massachusetts
$948K -$106K -961 -10%
ACI
1097
Alpha Cubed Investments
California
$948K +$9.79K +89 +1%
CAG
1098
Csenge Advisory Group
Florida
$947K +$364K +3,776 +62%
CCMG
1099
Clark Capital Management Group
Pennsylvania
$942K -$315K -2,866 -25%
IP
1100
Intellectus Partners
California
$938K +$54.6K +496 +6%