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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 %
SSB
1276
Sandy Spring Bank
Maryland
$631K -$525K -4,774 -45%
FFG
1277
Fortress Financial Group
Minnesota
$631K +$78.5K +714 +14%
SWM
1278
SeaCrest Wealth Management
New York
$629K +$35.7K +325 +6%
BCM
1279
Brown Capital Management
Maryland
$627K -$154K -1,400 -20%
PWMG
1280
Pinnacle Wealth Management Group
Michigan
$627K -$379K -3,448 -38%
AWM
1281
Absher Wealth Management
North Carolina
$627K +$55K +500 +10%
GC
1282
Guidance Capital
Kentucky
$625K -$96.7K -1,003 -13%
RSWM
1283
Robertson Stephens Wealth Management
California
$624K +$28.8K +262 +5%
GCM
1284
Gallacher Capital Management
Colorado
$620K +$620K +5,641 New
DWM
1285
Darwin Wealth Management
Florida
$619K
BCP
1286
Blue Chip Partners
Michigan
$618K -$108K -982 -15%
AA
1287
Armis Advisers
Georgia
$617K +$617K +6,472 New
AIA
1288
AssuredPartners Investment Advisors
Florida
$615K -$43.2K -393 -7%
1SB
1289
1ST Source Bank
Indiana
$610K +$12.9K +117 +2%
HIP
1290
HUB Investment Partners
Texas
$605K +$19.2K +175 +3%
FFM
1291
Forum Financial Management
Illinois
$603K +$136K +1,240 +29%
CWS
1292
Confluence Wealth Services
Pennsylvania
$602K -$38K -391 -6%
FT
1293
Fiduciary Trust
Massachusetts
$597K -$159K -1,445 -21%
CHAM
1294
Clear Harbor Asset Management
Connecticut
$597K +$597K +5,431 New
ISFAN
1295
Investor's Fiduciary Advisor Network
Washington
$597K -$54.2K -493 -8%
MYLI
1296
Meiji Yasuda Life Insurance
Japan
$594K -$27.5K -250 -4%
FFS
1297
Forge Financial Services
Oklahoma
$594K
DA
1298
Denali Advisors
California
$594K +$594K +5,400 New
LC
1299
Lincoln Capital
Nebraska
$592K -$32.6K -337 -5%
CIA
1300
Choate Investment Advisors
Massachusetts
$592K +$22.2K +202 +4%