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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 %
EB
1451
Eastern Bank
Massachusetts
$440K -$153K -1,387 -26%
TWP
1452
Tyche Wealth Partners
Texas
$439K -$358K -3,252 -45%
PCA
1453
Prosperity Capital Advisors
Ohio
$439K +$88.1K +806 +25%
AC
1454
Arjuna Capital
North Carolina
$438K -$7.7K -70 -2%
ARC
1455
Advisor Resource Council
Texas
$437K +$437K +3,970 New
CSC
1456
Caldwell Sutter Capital
California
$436K +$6.71K +61 +2%
ESBC
1457
E.S. Barr & Co
Kentucky
$435K
WP
1458
WealthShield Partners
North Carolina
$435K +$140K +1,277 +48%
SFG
1459
Shum Financial Group
California
$434K +$16.8K +153 +4%
KFA
1460
Krane Funds Advisors
New York
$434K +$106K +962 +32%
PFSC
1461
Peoples Financial Services Corp
Pennsylvania
$434K -$34.1K -310 -7%
CPIG
1462
Chicago Partners Investment Group
Illinois
$434K +$13.5K +144 +3%
JWM
1463
Jeppson Wealth Management
California
$434K +$129K +1,175 +42%
WKSWA
1464
White Knight Strategic Wealth Advisors
New Jersey
$434K -$611K -5,552 -58%
GSB
1465
Greenfield Savings Bank
Massachusetts
$434K +$7.7K +70 +2%
SAM
1466
Seelaus Asset Management
New Jersey
$429K +$440 +4 +0.1%
SIS
1467
Strategic Investment Solutions
Illinois
$428K -$104K -947 -20%
1C
1468
111 Capital
France
$426K -$425K -3,865 -50%
FC
1469
FORA Capital
Florida
$425K -$140K -1,272 -25%
SSWM
1470
Smith Salley Wealth Management
North Carolina
$425K -$5.5K -50 -1%
LA
1471
LexAurum Advisors
Kansas
$424K +$121K +1,104 +40%
CI
1472
Conning Inc
Connecticut
$422K -$1.32K -12 -0.3%
Wolverine Trading
1473
Wolverine Trading
Illinois
$422K -$2.17M -19,796 -84%
GJWM
1474
Gilliland Jeter Wealth Management
Arkansas
$421K -$38.9K -354 -8%
FVWA
1475
Foster Victor Wealth Advisors
South Carolina
$420K -$3.2K -33 -0.8%