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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 %
DC
1226
DeDora Capital
California
$717K +$23.9K +217 +3%
CFO
1227
Callan Family Office
Pennsylvania
$708K -$212K -1,927 -23%
PWMAG
1228
Pinnacle Wealth Management Advisory Group
New Jersey
$705K -$175K -1,592 -20%
TCM
1229
Twin Capital Management
Pennsylvania
$704K -$1.26M -11,473 -64%
ABLA
1230
Alan B. Lancz & Associates
Ohio
$701K
KFS
1231
Keynote Financial Services
Connecticut
$697K +$290K +2,637 +71%
PWAM
1232
Private Wealth Asset Management
Iowa
$696K +$696K +6,326 New
CCA
1233
Cobblestone Capital Advisors
New York
$689K +$465K +4,231 +208%
FBT
1234
First Bank & Trust
South Dakota
$689K -$53.7K -488 -7%
ET
1235
Equitable Trust
Tennessee
$689K +$146K +1,330 +27%
MWM
1236
Maridea Wealth Management
New York
$687K +$687K +6,248 New
PTC
1237
Private Trust Company
Ohio
$685K +$114K +1,033 +20%
EAM
1238
Erste Asset Management
Austria
$682K -$160K -1,455 -19%
WMP
1239
Wealth Management Partners
Arizona
$680K +$18.3K +166 +3%
MMM
1240
Mendel Money Management
Illinois
$680K +$25.1K +228 +4%
BL
1241
Balentine LLC
Georgia
$678K +$678K +6,164 New
AFP
1242
Ausdal Financial Partners
Iowa
$676K +$115K +1,043 +20%
MSFS
1243
Main Street Financial Solutions
Pennsylvania
$675K +$170K +1,542 +34%
SAM
1244
Smartleaf Asset Management
Massachusetts
$675K +$15.2K +139 +2%
SIM
1245
Studio Investment Management
Illinois
$674K +$102K +927 +18%
BLC
1246
Brown, Lisle/Cummings
Rhode Island
$673K +$141K +1,280 +26%
GCP
1247
GSA Capital Partners
United Kingdom
$672K +$334K +3,035 +99%
MW
1248
Marks Wealth
Maryland
$669K +$669K +6,083 New
CPA
1249
Court Place Advisors
Maryland
$669K -$47K -427 -7%
HPC
1250
HM Payson & Co
Maine
$665K +$274K +2,490 +70%