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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 %
SIS
1251
Strategic Investment Solutions
Illinois
$761K +$140K +889 +23%
WMP
1252
Wealth Management Partners
Arizona
$759K -$436K -3,461 -37%
IB
1253
Intrust Bank
Kansas
$758K -$18.2K -144 -2%
AIA
1254
AssuredPartners Investment Advisors
Florida
$754K +$754K +5,982 New
BFM
1255
Boston Financial Management
Massachusetts
$754K +$19.2K +152 +3%
SAM
1256
Smartleaf Asset Management
Massachusetts
$754K +$181K +1,441 +32%
LAM
1257
Lakewood Asset Management
Illinois
$753K -$30.8K -244 -4%
MMM
1258
Mendel Money Management
Illinois
$750K -$1.39K -11 -0.2%
NG
1259
Norden Group
Utah
$747K +$22.4K +178 +3%
ISFAN
1260
Investor's Fiduciary Advisor Network
Washington
$746K +$746K +5,921 New
AWC
1261
Abundance Wealth Counselors
Pennsylvania
$744K -$105K -829 -12%
PCM
1262
Palisade Capital Management
New Jersey
$741K
PW
1263
PUREfi Wealth
Massachusetts
$737K +$737K +5,845 New
AIM
1264
Acropolis Investment Management
Missouri
$720K +$40.1K +318 +6%
PCM
1265
Parsons Capital Management
Rhode Island
$719K -$180K -1,427 -20%
IA
1266
IFG Advisory
Georgia
$718K +$718K +5,694 New
TW
1267
TrinityPoint Wealth
Connecticut
$717K +$47.4K +376 +7%
MYLI
1268
Meiji Yasuda Life Insurance
Japan
$713K -$44.1K -350 -6%
WPW
1269
Waldron Private Wealth
Pennsylvania
$712K +$303K +2,403 +74%
BSB
1270
Bangor Savings Bank
Maine
$710K +$33.8K +268 +5%
SIA
1271
Schechter Investment Advisors
Michigan
$705K -$52K -412 -7%
CCIA
1272
Campbell & Co Investment Adviser
Maryland
$704K -$419K -3,323 -37%
PFGIA
1273
Patriot Financial Group Insurance Agency
Massachusetts
$704K +$1.39K +11 +0.2%
RAS
1274
RPS Advisory Solutions
Kentucky
$704K +$51.2K +406 +8%
JIC
1275
Joel Isaacson & Co
New York
$703K +$36.1K +286 +5%