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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 %
BFAG
1376
Blackston Financial Advisory Group
Florida
$509K -$28.2K -256 -5%
AIC
1377
Archer Investment Corporation
Indiana
$509K +$128K +1,163 +34%
SN
1378
Sittner & Nelson
Oregon
$508K +$53.7K +488 +12%
CSB
1379
City State Bank
Iowa
$507K -$3.96K -36 -0.8%
JHC
1380
J. Hagan Capital
Kentucky
$506K +$506K +4,010 New
CCM
1381
Cohen Capital Management
California
$504K
TL
1382
Tradewinds LLC
North Carolina
$504K +$1.21K +11 +0.2%
FHA
1383
Flagship Harbor Advisors
Massachusetts
$502K +$190K +1,730 +61%
AW
1384
Apricus Wealth
South Carolina
$501K -$6.27K -57 -1%
HCM
1385
Hutner Capital Management
Vermont
$501K -$76.9K -699 -13%
ACS
1386
Archford Capital Strategies
Illinois
$500K -$72.3K -657 -13%
CBTWT
1387
Community Bank & Trust (Waco, Texas)
Texas
$499K -$9.46K -86 -2%
WAAG
1388
Wealth Alliance Advisory Group
Kansas
$499K +$36.1K +328 +8%
RWM
1389
Ritholtz Wealth Management
New York
$498K +$243K +2,209 +95%
SQA
1390
Simon Quick Advisors
New Jersey
$497K +$49.5K +450 +11%
EMAM
1391
Encompass More Asset Management
California
$496K +$269K +2,442 +118%
CAL
1392
Capital Analysts LLC
Pennsylvania
$496K -$71.8K -653 -13%
MNBTD
1393
Moody National Bank Trust Division
Texas
$495K -$2.42K -22 -0.5%
BFA
1394
Buttonwood Financial Advisors
Maryland
$495K -$21.3K -194 -4%
CIAS
1395
CFS Investment Advisory Services
New Jersey
$494K -$6.71K -61 -1%
CI Investments Inc
1396
CI Investments Inc
Ontario, Canada
$492K -$19.9K -181 -4%
WFA
1397
WestHill Financial Advisors
California
$490K +$220 +2 +0%
GAA
1398
Global Assets Advisory
Florida
$490K +$186K +1,855 +61%
RFN
1399
RDA Financial Network
Iowa
$490K +$39K +355 +9%
PCP
1400
Perbak Capital Partners
United Kingdom
$489K +$489K +4,450 New