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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 %
BFM
1251
Boothbay Fund Management
New York
$665K +$665K +6,044 New
WCM
1252
Weaver Capital Management
Georgia
$664K -$3.41K -31 -0.5%
HCM
1253
Hodges Capital Management
Texas
$661K +$90.6K +824 +16%
TCM
1254
Tradewinds Capital Management
Washington
$660K -$4.84K -44 -0.7%
CBA
1255
Coastal Bridge Advisors
Connecticut
$660K +$660K +5,997 New
RC
1256
Rovin Capital
Arizona
$658K +$135K +1,227 +26%
RIA
1257
Richwood Investment Advisors
Ohio
$657K -$28.4K -258 -4%
NAM
1258
NorthCrest Asset Manangement
Minnesota
$653K +$206K +1,871 +46%
SF
1259
Symphony Financial
Texas
$652K +$37.6K +386 +6%
PCM
1260
Palisade Capital Management
New Jersey
$652K +$4.95K +45 +0.8%
RIL
1261
Rothschild Investment LLC
Illinois
$650K -$25.6K -233 -4%
JSW
1262
Journey Strategic Wealth
New Jersey
$649K +$232K +2,105 +56%
SSWM
1263
Strait & Sound Wealth Management
California
$646K +$646K +5,874 New
RAS
1264
RPS Advisory Solutions
Kentucky
$645K +$31.2K +284 +5%
CAM
1265
CenterStar Asset Management
Illinois
$644K +$644K +5,855 New
JIC
1266
Joel Isaacson & Co
New York
$644K +$30.4K +276 +5%
HTIM
1267
Harbour Trust & Investment Management
Indiana
$643K -$138K -1,259 -18%
FFA
1268
Founders Financial Alliance
North Carolina
$641K +$76.7K +697 +14%
SR
1269
Syntax Research
Florida
$641K +$106K +965 +20%
ANTB
1270
AMG National Trust Bank
Colorado
$640K -$228K -2,069 -26%
IA
1271
IFG Advisory
Georgia
$639K +$12.8K +116 +2%
ESB
1272
Essex Savings Bank
Connecticut
$637K -$38.9K -354 -6%
MAM
1273
Mystic Asset Management
Rhode Island
$633K +$146K +1,327 +30%
SIMG
1274
Sonora Investment Management Group
Arizona
$633K +$196K +1,781 +45%
MFA
1275
Mayflower Financial Advisors
Massachusetts
$632K +$40.1K +365 +7%