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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 %
V
1351
VeraBank
Texas
$620K -$6.18K -49 -1%
VCM
1352
Virtue Capital Management
Tennessee
$619K +$73.3K +581 +13%
DWM
1353
Darwin Wealth Management
Florida
$619K -$3.15K -25 -0.5%
CAAS
1354
Capital Asset Advisory Services
Michigan
$618K +$13.5K +109 +2%
FFS
1355
Forge Financial Services
Oklahoma
$617K +$617K +5,400 New
LIA
1356
LS Investment Advisors
Michigan
$616K -$486K -3,855 -44%
BFAG
1357
Blackston Financial Advisory Group
Florida
$616K -$504 -4 -0.1%
ISL
1358
Ingalls & Snyder LLC
New York
$614K -$135K -1,074 -18%
ZIC
1359
ZWJ Investment Counsel
Georgia
$614K +$24.3K +193 +4%
VF
1360
Vest Financial
Virginia
$613K +$126K +997 +26%
SR
1361
Syntax Research
Florida
$613K +$120K +949 +24%
ECA
1362
Elevated Capital Advisors
Utah
$612K +$52.6K +417 +9%
BAM
1363
Byrne Asset Management
New Jersey
$612K -$120K -952 -16%
BLC
1364
Brown, Lisle/Cummings
Rhode Island
$610K +$45K +357 +8%
NG
1365
Northstar Group
New York
$607K +$5.04K +40 +0.8%
BMWS
1366
Brady Martz Wealth Solutions
North Dakota
$607K +$607K +4,825 New
SFS
1367
Solitude Financial Services
Virginia
$605K
CFM
1368
Catalyst Funds Management
Australia
$605K +$605K +4,800 New
AMG
1369
Advisors Management Group
Wisconsin
$604K -$5.04K -40 -0.8%
APIM
1370
Agate Pass Investment Management
Washington
$603K +$603K +4,785 New
RC
1371
Rovin Capital
Arizona
$600K +$277K +2,195 +86%
SVWAG
1372
Sound View Wealth Advisors Group
Georgia
$597K +$170K +1,349 +40%
DTL
1373
Dynamic Technology Lab
Singapore
$596K +$596K +4,730 New
SAA
1374
Southeast Asset Advisors
Georgia
$593K
BFA
1375
Buttonwood Financial Advisors
Maryland
$592K -$252 -2 -0%