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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 %
SAM
1476
S.A. Mason
Michigan
$419K +$2.09K +19 +0.5%
DWM
1477
Diversify Wealth Management
Utah
$419K -$69.8K -721 -14%
BSTWA
1478
Blake Schutter Theil Wealth Advisors
Ohio
$419K +$209K +1,900 +100%
LP
1479
LMR Partners
United Kingdom
$418K +$418K +3,800 New
AA
1480
Alta Advisers
United Kingdom
$417K +$154K +1,400 +58%
FC
1481
Farringdon Capital
United Kingdom
$417K +$417K +3,791 New
WA
1482
Wealth Architects
California
$417K +$417K +3,788 New
LWAM
1483
Legacy Wealth Asset Management
Minnesota
$416K +$22K +200 +6%
RL
1484
Rogco LP
Oklahoma
$415K -$29.7K -270 -7%
BMCM
1485
Bryn Mawr Capital Management
Pennsylvania
$414K -$137K -1,245 -25%
DW
1486
Durante & Waters
New York
$413K +$220 +2 +0.1%
CT
1487
Chicago Trust
Illinois
$412K -$38.8K -353 -9%
ClearBridge Investments
1488
ClearBridge Investments
New York
$411K -$375K -3,413 -48%
CWA
1489
Centerline Wealth Advisors
Kentucky
$410K +$110 +1 +0%
FSA
1490
Franklin Street Advisors
North Carolina
$409K
AWM
1491
Angeles Wealth Management
California
$407K -$100K -912 -20%
SMC
1492
Smith, Moore & Co
Missouri
$404K -$30.6K -278 -7%
FLI
1493
Family Legacy Inc
South Carolina
$404K -$2.2K -20 -0.5%
SSW
1494
Stone Summit Wealth
Florida
$403K -$808K -7,348 -67%
SWMG
1495
Sard Wealth Management Group
Georgia
$403K +$330 +3 +0.1%
AAA
1496
American Alpha Advisors
New York
$401K +$401K +3,645 New
SAS
1497
Spurstone Advisory Services
Connecticut
$401K +$241K +2,189 +151%
HA
1498
Herold Advisors
New York
$398K +$99.9K +908 +33%
FFBTD
1499
First Financial Bank - Trust Division
Ohio
$398K -$115K -1,049 -22%
MHIP
1500
Mountain Hill Investment Partners
New Jersey
$398K +$176K +1,600 +79%