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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 %
MAM
1401
Meeder Asset Management
Ohio
$567K +$552K +4,380 +3,650%
CPIG
1402
Chicago Partners Investment Group
Illinois
$567K +$6.59K +52 +1%
FVWA
1403
Foster Victor Wealth Advisors
South Carolina
$566K
SCM
1404
Schnieders Capital Management
California
$562K +$4.79K +38 +0.9%
IC
1405
IEQ Capital
California
$562K -$1.15M -9,136 -67%
WFA
1406
WestHill Financial Advisors
California
$562K +$252 +2 +0%
NWAG
1407
Net Worth Advisory Group
Utah
$560K -$5.67K -45 -1%
RFG
1408
Range Financial Group
Oregon
$560K +$560K +4,438 New
MAM
1409
Mystic Asset Management
Rhode Island
$559K +$101K +799 +22%
SCI
1410
Silver Coast Investments
United States
$558K +$8.07K +64 +1%
JWA
1411
JFS Wealth Advisors
Pennsylvania
$558K +$44.6K +354 +9%
RWP
1412
Revolve Wealth Partners
New Jersey
$558K +$9.46K +75 +2%
TSS
1413
Two Sigma Securities
New York
$556K +$556K +4,411 New
WANY
1414
Wealthspire Advisors (New York)
New York
$556K -$36.2K -287 -6%
NCM
1415
NCM Capital Management
New Jersey
$556K +$757 +6 +0.1%
FUBT
1416
First United Bank & Trust
Maryland
$555K -$132K -1,045 -19%
ACM
1417
Allred Capital Management
Texas
$554K -$1.89K -15 -0.3%
WAG
1418
Wallace Advisory Group
California
$552K +$79.4K +582 +17%
DMBA
1419
Deseret Mutual Benefit Administrators
Utah
$551K +$21.8K +173 +4%
LFA
1420
LifeGuide Financial Advisors
Pennsylvania
$551K -$27.1K -215 -5%
CC
1421
Constitution Capital
Connecticut
$548K
NEWAS
1422
N.E.W. Advisory Services
Wisconsin
$547K +$47.4K +376 +9%
MAM
1423
MWA Asset Management
Massachusetts
$546K -$82.2K -652 -13%
CWM
1424
Collaborative Wealth Management
Florida
$543K +$265K +2,100 +95%
PIMG
1425
Patriot Investment Management Group
Tennessee
$542K -$89.4K -709 -14%