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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 %
IAG
1426
Ipsen Advisor Group
Arkansas
$466K +$466K +4,238 New
Lazard Asset Management
1427
Lazard Asset Management
New York
$466K -$124K -1,128 -21%
Flossbach Von Storch
1428
Flossbach Von Storch
Germany
$465K +$465K +4,225 New
PP
1429
Patten & Patten
Tennessee
$464K +$91.3K +830 +24%
CBT
1430
Central Bank & Trust
Kentucky
$464K +$25.1K +228 +6%
ZIC
1431
ZWJ Investment Counsel
Georgia
$461K -$74.8K -680 -14%
RWP
1432
Revolve Wealth Partners
New Jersey
$461K -$25.8K -235 -5%
EWA
1433
EverSource Wealth Advisors
Alabama
$460K +$32.9K +299 +8%
CAAS
1434
Capital Asset Advisory Services
Michigan
$458K -$91.2K -828 -17%
NCM
1435
NCM Capital Management
New Jersey
$458K -$26.8K -244 -6%
PFWA
1436
Paces Ferry Wealth Advisors
Georgia
$457K +$107K +974 +31%
RBC
1437
Roble Belko & Company
Pennsylvania
$456K +$69.5K +632 +18%
WANY
1438
Wealthspire Advisors (New York)
New York
$454K -$31K -282 -6%
JWS
1439
Juncture Wealth Strategies
Arizona
$454K +$11.1K +101 +3%
PIMG
1440
Patriot Investment Management Group
Tennessee
$453K -$19.8K -180 -4%
GWM
1441
Greenwich Wealth Management
Connecticut
$453K -$58.2K -529 -11%
FA
1442
Faithward Advisors
Pennsylvania
$450K -$10.9K -99 -2%
TFS
1443
Thoroughbred Financial Services
Tennessee
$450K +$989 +9 +0.2%
LC
1444
Lindbrook Capital
California
$447K +$87.9K +799 +24%
SWM
1445
Shakespeare Wealth Management
Wisconsin
$447K -$2.09K -19 -0.5%
PWW
1446
Pettyjohn Wood & White
Virginia
$446K -$125K -1,134 -22%
SAM
1447
Summit Asset Management
Tennessee
$443K -$4.95K -45 -1%
AWAU
1448
Alliance Wealth Advisors (Utah)
Utah
$442K +$113K +1,028 +34%
PI
1449
Pettee Investors
Connecticut
$442K -$27.5K -250 -6%
JWA
1450
JFS Wealth Advisors
Pennsylvania
$442K -$45.1K -410 -9%