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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 %
WAG
1401
Winthrop Advisory Group
Massachusetts
$489K -$25.1K -228 -5%
AGA
1402
Accuvest Global Advisors
Utah
$489K +$489K +4,442 New
WA1
1403
Wimmer Associates 1
California
$487K -$266K -2,665 -35%
NWAG
1404
Net Worth Advisory Group
Utah
$487K -$1.98K -18 -0.4%
PAG
1405
Powers Advisory Group
Illinois
$487K +$32.1K +292 +7%
NWM
1406
Northcape Wealth Management
New York
$486K +$22.9K +208 +5%
WAG
1407
Wallace Advisory Group
California
$485K -$26.1K -207 -5%
CA
1408
Claro Advisors
Massachusetts
$484K +$81.8K +744 +20%
ACM
1409
Allred Capital Management
Texas
$484K +$550 +5 +0.1%
VA
1410
Valmark Advisers
Ohio
$482K -$21.2K -193 -4%
SWM
1411
Salvus Wealth Management
New Jersey
$480K +$41.7K +379 +10%
HNWAG
1412
High Net Worth Advisory Group
Florida
$480K -$24.2K -220 -5%
RBI
1413
Raiffeisen Bank International
Austria
$477K +$119K +1,086 +33%
EIP
1414
Easterly Investment Partners
Massachusetts
$475K -$744K -6,760 -61%
OFG
1415
OmniStar Financial Group
North Carolina
$474K +$26.9K +243 +6%
CWM
1416
Collaborative Wealth Management
Florida
$474K
WBCM
1417
Wilson & Boucher Capital Management
California
$474K -$38.5K -350 -8%
MHC
1418
Meyer Handelman Company
New York
$473K
CNTOF
1419
Canandaigua National Trust of Florida
New York
$473K +$473K +4,299 New
WPW
1420
Waldron Private Wealth
Pennsylvania
$471K -$150K -1,364 -24%
AFG
1421
ABLE Financial Group
Arizona
$471K +$65.6K +596 +16%
SHFA
1422
SC&H Financial Advisors
Maryland
$470K -$110K -1,000 -19%
LFA
1423
LifeGuide Financial Advisors
Pennsylvania
$470K -$11K -100 -2%
BG
1424
Bollard Group
Massachusetts
$469K +$6.38K +58 +1%
SC
1425
Syon Capital
California
$466K -$118K -1,076 -20%