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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 %
FFWM
1201
Future Financial Wealth Management
Ohio
$745K +$184K +1,675 +33%
MWA
1202
Midland Wealth Advisors
Illinois
$744K -$99.1K -901 -12%
FAM
1203
Formidable Asset Management
Ohio
$744K +$4.4K +40 +0.6%
GG
1204
Gleason Group
Kentucky
$743K +$10K +91 +1%
AIA
1205
AIMZ Investment Advisors
California
$742K
DI
1206
Diligent Investors
California
$741K +$1.87K +17 +0.3%
BAM
1207
Blueshift Asset Management
New Jersey
$741K -$209K -1,899 -22%
CAM
1208
Cidel Asset Management
Ontario, Canada
$740K +$66.4K +604 +10%
OCM
1209
One Capital Management
California
$738K +$738K +6,708 New
CAI
1210
Capital Advisors Inc
Oklahoma
$738K +$10.2K +93 +1%
SAA
1211
Southeast Asset Advisors
Georgia
$737K +$220K +2,000 +43%
PS
1212
Pensionfund Sabic
Netherlands
$737K -$77K -700 -9%
MCM
1213
Mattern Capital Management
Colorado
$736K -$1.57M -14,304 -68%
FRM
1214
Fox Run Management
Connecticut
$733K +$478K +4,345 +188%
PIWA
1215
Prevail Innovative Wealth Advisors
Kansas
$732K +$467K +4,243 +176%
MSA
1216
Marino Stram & Associates
Massachusetts
$731K +$27.3K +248 +4%
PFGIA
1217
Patriot Financial Group Insurance Agency
Massachusetts
$730K +$116K +1,051 +19%
FMWA
1218
Forvis Mazars Wealth Advisors
Missouri
$730K -$31.2K -284 -4%
BIP
1219
Brandes Investment Partners
California
$729K -$8.69K -79 -1%
LA
1220
LM Advisors
California
$725K +$1.76K +16 +0.2%
CF
1221
Centaurus Financial
California
$724K +$143K +1,305 +25%
PWP
1222
Principle Wealth Partners
Connecticut
$724K -$1.65K -15 -0.2%
IB
1223
Intrust Bank
Kansas
$722K +$61K +555 +9%
GI
1224
GAMMA Investing
California
$720K +$5.28K +48 +0.7%
A
1225
AlphaQuest
New York
$718K +$464K +4,222 +183%