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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 %
MHC
1426
Meyer Handelman Company
New York
$542K
PI
1427
Pettee Investors
Connecticut
$538K -$8.83K -70 -2%
HAM
1428
Harmony Asset Management
Arizona
$538K +$538K +4,268 New
MS
1429
Maven Securities
Jersey
$538K +$226K +1,796 +73%
KMWM
1430
Keudell/Morrison Wealth Management
Oregon
$537K -$52.2K -414 -9%
LSAG
1431
Lake Street Advisors Group
New Hampshire
$537K +$23.3K +185 +5%
PFSC
1432
Peoples Financial Services Corp
Pennsylvania
$536K -$8.2K -65 -2%
FFM
1433
Forum Financial Management
Illinois
$535K +$154K +1,223 +41%
GA
1434
Geller Advisors
New York
$531K
BG
1435
Bollard Group
Massachusetts
$531K -$415K -3,288 -44%
NWM
1436
Northcape Wealth Management
New York
$531K -$1.88M -14,905 -78%
WAAG
1437
Wealth Alliance Advisory Group
Kansas
$530K -$50.9K -404 -9%
FA
1438
Faithward Advisors
Pennsylvania
$529K -$12.7K -101 -2%
VNA
1439
Valley National Advisers
Pennsylvania
$528K -$23.4K -186 -4%
TSMHT
1440
Thurston Springer Miller Herd & Titak
Indiana
$528K +$2.65K +21 +0.5%
TCA
1441
Transcend Capital Advisors
New Jersey
$528K -$90.9K -721 -15%
GJWM
1442
Gilliland Jeter Wealth Management
Arkansas
$527K +$1.26K +10 +0.2%
NAS
1443
NWF Advisory Services
California
$522K +$522K +4,137 New
SN
1444
Sittner & Nelson
Oregon
$521K +$35.1K +278 +7%
PAG
1445
Powers Advisory Group
Illinois
$521K +$14K +111 +3%
TL
1446
Tradewinds LLC
North Carolina
$521K +$9.8K +86 +2%
IP
1447
Ignite Planners
California
$518K +$77.5K +626 +18%
CT
1448
Chicago Trust
Illinois
$517K -$2.4K -19 -0.5%
PWP
1449
Private Wealth Partners
California
$517K -$44.1K -350 -8%
RFN
1450
RDA Financial Network
Iowa
$517K +$36.6K +290 +8%