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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 %
Luther King Capital Management (LKCM)
1176
Luther King Capital Management (LKCM)
Texas
$888K -$30K -238 -3%
WG
1177
Wealth Group
North Carolina
$884K +$2.65K +21 +0.3%
CLA
1178
Carnegie Lake Advisors
New Jersey
$883K +$108K +855 +14%
HFM
1179
Hartford Financial Management
Connecticut
$883K
BC
1180
Belmont Capital
California
$883K
NFW
1181
Noble Family Wealth
Florida
$881K
CWS
1182
Confluence Wealth Services
Pennsylvania
$879K -$775K -5,800 -47%
GFA
1183
Gallagher Fiduciary Advisors
Illinois
$877K +$253K +2,006 +41%
SFG
1184
SNS Financial Group
Minnesota
$877K -$17.4K -138 -2%
UCB
1185
United Community Bank
South Carolina
$874K +$3.78K +30 +0.4%
FMWA
1186
Forvis Mazars Wealth Advisors
Missouri
$872K -$21.1K -167 -2%
FA
1187
Fortis Advisors
Pennsylvania
$868K +$1.39K +11 +0.2%
FT
1188
Fiduciary Trust
Massachusetts
$867K -$77.2K -612 -8%
AOWM
1189
Alpha Omega Wealth Management
Virginia
$866K -$12.4K -98 -1%
CNBT
1190
Canandaigua National Bank & Trust
New York
$865K -$177K -1,405 -17%
RHDIC
1191
R.H. Dinel Investment Counsel
California
$864K
CS
1192
Cannell & Spears
New York
$861K +$6.43K +51 +0.8%
EFS
1193
Essex Financial Services
Connecticut
$858K -$169K -1,344 -16%
TF
1194
Trek Financial
Arizona
$858K +$259K +2,050 +43%
WA
1195
Wealth Alliance
New York
$858K -$77.9K -618 -8%
FBT
1196
First Bank & Trust
South Dakota
$851K +$29.8K +236 +4%
AIA
1197
AIMZ Investment Advisors
California
$851K
ZIG
1198
Zuckerman Investment Group
Illinois
$850K +$850K +7,638 New
FAM
1199
Formidable Asset Management
Ohio
$848K -$52.1K -413 -6%
DI
1200
Diligent Investors
California
$848K +$14K +111 +2%