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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 %
TFS
1451
Thoroughbred Financial Services
Tennessee
$515K -$19.3K -153 -4%
SWM
1452
Shakespeare Wealth Management
Wisconsin
$515K -$23.5K -186 -4%
EP
1453
Essential Planning
New Hampshire
$514K +$514K +3,906 New
SAM
1454
Summit Asset Management
Tennessee
$513K -$31.5K -250 -6%
SQA
1455
Simon Quick Advisors
New Jersey
$513K +$32.4K +257 +7%
NAM
1456
NorthCrest Asset Manangement
Minnesota
$512K -$10.6M -84,082 -95%
DAM
1457
Diamant Asset Management
Connecticut
$512K
AC
1458
Arjuna Capital
North Carolina
$511K +$10.2K +81 +2%
RL
1459
Rogco LP
Oklahoma
$510K +$2.27K +18 +0.4%
OFG
1460
OmniStar Financial Group
North Carolina
$510K -$116K -919 -19%
JWS
1461
Juncture Wealth Strategies
Arizona
$507K -$76.4K -606 -13%
PAM
1462
Parvin Asset Management
South Dakota
$507K +$507K +4,020 New
SL
1463
Sentinus LLC
Illinois
$503K -$725K -5,751 -59%
CBT
1464
Central Bank & Trust
Kentucky
$503K -$211K -1,673 -30%
SWM
1465
Salvus Wealth Management
New Jersey
$502K -$39.6K -314 -7%
VAG
1466
VisionPoint Advisory Group
Texas
$501K -$83.7K -676 -14%
SIMG
1467
Sonora Investment Management Group
Arizona
$501K +$47.9K +380 +11%
ESBC
1468
E.S. Barr & Co
Kentucky
$499K -$3.15K -25 -0.6%
SEEDPG
1469
S.E.E.D. Planning Group
New York
$498K +$498K +3,950 New
SMC
1470
Smith, Moore & Co
Missouri
$498K -$55.7K -442 -10%
GS
1471
GTS Securities
New York
$495K -$7.58M -60,073 -94%
SSWM
1472
Smith Salley Wealth Management
North Carolina
$493K -$16.6K -132 -3%
CSC
1473
Caldwell Sutter Capital
California
$492K -$6.94K -55 -1%
SAM
1474
Seelaus Asset Management
New Jersey
$492K +$378 +3 +0.1%
AWM
1475
Accurate Wealth Management
Florida
$492K +$89.6K +727 +22%