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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 %
IAS
1101
Insigneo Advisory Services
Florida
$936K +$106K +966 +13%
IA
1102
IFP Advisors
Florida
$935K +$62.8K +571 +7%
LIM
1103
Longfellow Investment Management
Massachusetts
$931K
LMKC
1104
L.M. Kohn & Company
Ohio
$929K -$251K -2,278 -21%
VF
1105
Vest Financial
Virginia
$928K +$393K +3,574 +74%
AWM
1106
Aberdeen Wealth Management
Illinois
$922K +$440 +4 +0%
ACM
1107
Advance Capital Management
Michigan
$920K +$3.96K +36 +0.4%
AWA
1108
Amplius Wealth Advisors
Pennsylvania
$916K +$56.4K +513 +7%
BC
1109
Bayforest Capital
United Kingdom
$916K +$860K +7,819 +1,539%
SAG
1110
SageView Advisory Group
California
$911K +$4.18K +38 +0.5%
AWC
1111
Abundance Wealth Counselors
Pennsylvania
$910K +$261K +2,376 +40%
OC
1112
Opinicus Capital
Florida
$909K +$39.2K +356 +4%
TBC
1113
Ted Buchan & Co
California
$908K +$60.4K +549 +7%
NAM
1114
NTV Asset Management
West Virginia
$908K +$545K +4,957 +150%
1M
1115
1248 Management
Missouri
$904K +$704K +6,400 +352%
DT
1116
Diversified Trust
Tennessee
$902K -$127K -1,157 -12%
SC
1117
SouthState Corp
Florida
$900K -$16.1K -146 -2%
APM
1118
Advanced Portfolio Management
New York
$899K +$899K +8,176 New
ACM
1119
Aurdan Capital Management
Pennsylvania
$899K -$915K -8,316 -50%
IWA
1120
Icon Wealth Advisors
Texas
$898K -$569K -5,169 -39%
BAM
1121
Berkshire Asset Management
Pennsylvania
$897K +$326K +3,364 +57%
BFS
1122
Bard Financial Services
Connecticut
$896K +$520K +4,725 +138%
AAS
1123
Ameritas Advisory Services
Nebraska
$896K -$5.95M -50,813 -87%
DFG
1124
Delta Financial Group
New Jersey
$888K -$120K -1,039 -12%
IAMOG
1125
Investors Asset Management of Georgia
Georgia
$888K +$75.3K +685 +9%