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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 %
AFP
1326
Ausdal Financial Partners
Iowa
$644K +$342K +2,714 +113%
LCGC
1327
Legacy Capital Group California
California
$644K -$4.29K -34 -0.7%
FFWM
1328
Future Financial Wealth Management
Ohio
$643K +$32.2K +255 +5%
AAM
1329
AR Asset Management
California
$643K
TFG
1330
Taylor Financial Group
Virginia
$641K +$7.94K +63 +1%
PMIA
1331
Patrick Mauro Investment Advisor
Illinois
$641K +$1.26K +10 +0.2%
CTC
1332
Cetera Trust Company
Minnesota
$640K -$8.2K -65 -1%
WEG
1333
World Equity Group
Illinois
$638K +$298K +2,367 +88%
DWS
1334
Discipline Wealth Solutions
South Carolina
$637K +$637K +5,053 New
MIM
1335
Morningstar Investment Management
Illinois
$637K +$12K +95 +2%
WAS
1336
Wealth Advisory Solutions
Indiana
$634K -$54.9K -435 -8%
PAM
1337
Panagora Asset Management
Massachusetts
$633K -$50.6K -401 -7%
FFG
1338
Fortress Financial Group
Minnesota
$633K +$633K +5,020 New
BMCM
1339
Bryn Mawr Capital Management
Pennsylvania
$632K -$221K -1,750 -26%
BDWCC
1340
B&D White Capital Company
Texas
$631K -$1.34M -10,600 -68%
KA
1341
Kovack Advisors
Florida
$630K +$79.2K +628 +14%
LWL
1342
Leo Wealth LLC
Texas
$630K +$226K +1,791 +56%
FCM
1343
Fourpath Capital Management
Oklahoma
$627K -$15K -119 -2%
LWCFA
1344
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$627K -$4.22K -31 -0.7%
HAFS
1345
Hapanowicz & Associates Financial Services
Pennsylvania
$626K
FFN
1346
Focus Financial Network
Minnesota
$623K +$25.3K +192 +4%
FHA
1347
First Horizon Advisors
Tennessee
$623K -$28.5K -226 -4%
DWM
1348
Diversify Wealth Management
Utah
$623K -$1.24M -10,090 -67%
PMSA
1349
Patrick M. Sweeney & Associates
Illinois
$622K -$2.52K -20 -0.4%
ET
1350
Equitable Trust
Tennessee
$622K