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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 %
SIM
1226
Stratos Investment Management
Ohio
$806K -$85.3K -676 -10%
ABLA
1227
Alan B. Lancz & Associates
Ohio
$803K -$50.4K -400 -6%
EBWM
1228
Eagle Bluffs Wealth Management
Missouri
$796K +$134K +1,060 +20%
CFG
1229
Chapman Financial Group
Hawaii
$796K +$796K +6,313 New
SLWA
1230
San Luis Wealth Advisors
California
$796K +$171K +1,354 +27%
DC
1231
DeDora Capital
California
$795K +$31.4K +249 +4%
EC
1232
EntryPoint Capital
New York
$794K +$794K +6,297 New
RW
1233
Rockport Wealth
Ohio
$794K +$794K +6,297 New
MSAM
1234
Moloney Securities Asset Management
Missouri
$790K -$128K -1,014 -14%
ORG
1235
Optimist Retirement Group
Washington
$788K +$400K +3,173 +103%
RIA
1236
Richwood Investment Advisors
Ohio
$786K -$15.6K -124 -2%
EA
1237
Emerald Advisors
Washington
$786K +$58.9K +467 +8%
SWA
1238
Sax Wealth Advisors
New Jersey
$786K +$186K +1,476 +31%
LG
1239
LaFleur & Godfrey
Michigan
$785K +$303K +2,401 +63%
BAM
1240
Berkshire Asset Management
Pennsylvania
$783K -$7.85K -59 -1%
TWPM
1241
Total Wealth Planning & Management
Florida
$779K +$779K +6,180 New
WT
1242
Washington Trust
Rhode Island
$779K -$73.3K -581 -9%
ESB
1243
Essex Savings Bank
Connecticut
$775K -$25.7K -204 -3%
RIL
1244
Rothschild Investment LLC
Illinois
$774K +$8.95K +71 +1%
CAM
1245
Cidel Asset Management
Ontario, Canada
$772K +$94.1K +746 +14%
APA
1246
Astoria Portfolio Advisors
New York
$771K -$16.2K -129 -2%
WCM
1247
Weaver Capital Management
Georgia
$766K +$159K +1,261 +26%
HCM
1248
Howland Capital Management
Massachusetts
$763K -$1.64K -13 -0.2%
CAG
1249
Csenge Advisory Group
Florida
$763K -$104K -821 -12%
TCM
1250
Tradewinds Capital Management
Washington
$762K +$1.01K +8 +0.1%