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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 %
SIA
1326
Schechter Investment Advisors
Michigan
$557K -$57.8K -526 -9%
MDA
1327
Minot DeBlois Advisors
Massachusetts
$557K -$5.39K -49 -1%
SLWA
1328
San Luis Wealth Advisors
California
$557K -$88.8K -868 -14%
OAM
1329
Oxford Asset Management
United Kingdom
$556K +$223K +2,026 +67%
LCGC
1330
Legacy Capital Group California
California
$556K -$5.17K -47 -0.9%
DWS
1331
Discipline Wealth Solutions
South Carolina
$556K
HCM
1332
Howland Capital Management
Massachusetts
$555K -$111K -1,006 -17%
WAS
1333
Wealth Advisory Solutions
Indiana
$554K +$1.76K +16 +0.3%
TSMHT
1334
Thurston Springer Miller Herd & Titak
Indiana
$554K +$93.8K +853 +20%
CC
1335
Chicago Capital
Illinois
$553K +$36.8K +335 +7%
PAM
1336
Panagora Asset Management
Massachusetts
$552K
CTC
1337
Cetera Trust Company
Minnesota
$551K -$7.15K -65 -1%
SFG
1338
Stonebridge Financial Group
Pennsylvania
$550K -$20.3K -185 -4%
AGP
1339
Autumn Glory Partners
Texas
$550K +$550K +5,000 New
HAFS
1340
Hapanowicz & Associates Financial Services
Pennsylvania
$546K
PIM
1341
Plato Investment Management
Australia
$544K +$236K +2,121 +77%
KMWM
1342
Keudell/Morrison Wealth Management
Oregon
$544K +$74.8K +680 +16%
PMSA
1343
Patrick M. Sweeney & Associates
Illinois
$543K +$110 +1 +0%
LIM
1344
Leavell Investment Management
Alabama
$541K -$37K -336 -6%
FCM
1345
Fourpath Capital Management
Oklahoma
$540K -$7.04K -64 -1%
KA
1346
Kovack Advisors
Florida
$538K -$11.8K -107 -2%
CCA
1347
Coign Capital Advisors
Utah
$535K +$27.3K +248 +5%
NCM
1348
Narwhal Capital Management
Georgia
$533K +$533K +4,848 New
OQS
1349
Occudo Quantitative Strategies
Florida
$533K -$4.63M -42,217 -90%
ECA
1350
Elevated Capital Advisors
Utah
$533K -$1.32K -12 -0.2%