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 %
SACTSONJ
1126
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$880K
FF
1127
Friedenthal Financial
New Jersey
$878K +$878K +7,986 New
MCA
1128
MSH Capital Advisors
Arizona
$877K -$16.7K -152 -2%
CG
1129
Corundum Group
Colorado
$874K -$35.4K -322 -4%
TWPM
1130
Total Wealth Planning & Management
Florida
$872K +$192K +1,747 +28%
MCM
1131
Mork Capital Management
California
$869K
SWA
1132
SOA Wealth Advisors
New York
$869K +$440 +4 +0.1%
PCA
1133
Purkiss Capital Advisors
Connecticut
$864K
Hudson Bay Capital Management
1134
Hudson Bay Capital Management
Connecticut
$864K -$14.8M -134,246 -94%
FCBT
1135
First Citizens Bank & Trust
North Carolina
$859K +$3.85K +35 +0.5%
TA
1136
TFG Advisers
Michigan
$858K -$110 -1 -0%
RGC
1137
Roberts, Glore & Co
Illinois
$857K +$146K +1,329 +21%
SIM
1138
Stratos Investment Management
Ohio
$857K +$154K +1,399 +22%
LCWP
1139
Legacy Capital Wealth Partners
Arkansas
$855K +$355K +3,229 +71%
WIS
1140
Wright Investors Service
Connecticut
$853K -$310K -2,818 -27%
KWMG
1141
King Wealth Management Group
Florida
$852K +$625K +5,680 +275%
CHC
1142
City Holding Co
West Virginia
$846K -$51.9K -472 -6%
TAM
1143
Trillium Asset Management
Massachusetts
$845K -$10.3M -93,947 -92%
HWMO
1144
Heritage Wealth Management (Ohio)
Ohio
$840K -$141K -1,278 -14%
AWM
1145
Axxcess Wealth Management
California
$838K -$511K -4,642 -38%
WSC
1146
Wellington Shields & Co
New York
$834K +$231K +2,100 +38%
EIA
1147
Eldridge Investment Advisors
New Hampshire
$833K -$13.6K -124 -2%
TTWM
1148
TCV Trust & Wealth Management
Virginia
$830K +$11.3K +103 +1%
WFM
1149
Wolff Financial Management
Michigan
$829K +$660 +6 +0.1%
TFG
1150
Taylor Financial Group
Virginia
$828K +$268K +2,439 +48%