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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 %
MQWP
1501
Morey & Quinn Wealth Partners
Nebraska
$458K +$458K +3,636 New
JAG
1502
Journey Advisory Group
Kentucky
$455K
LWAM
1503
Legacy Wealth Asset Management
Minnesota
$452K -$26.4K -209 -6%
VCM
1504
Versant Capital Management
Arizona
$452K +$11.2K +89 +3%
SB
1505
Simmons Bank
Arkansas
$451K -$2.52K -20 -0.6%
CVA
1506
Central Valley Advisors
California
$451K +$38.5K +305 +9%
LA
1507
LVW Advisors
New York
$449K -$120K -949 -21%
FB
1508
Finward Bancorp
Indiana
$449K +$449K +3,560 New
PFA
1509
Pathway Financial Advisors
Vermont
$449K -$1.77K -14 -0.4%
HPC
1510
HM Payson & Co
Maine
$449K +$5.68K +45 +1%
SOS
1511
Silver Oak Securities
Tennessee
$447K -$51.1K -408 -10%
CCA
1512
Childress Capital Advisors
Texas
$446K +$118K +935 +36%
SF
1513
SageOak Financial
Oklahoma
$444K +$444K +3,522 New
RBC
1514
Roble Belko & Company
Pennsylvania
$443K +$126 +1 +0%
CNFG
1515
Creegan & Nassoura Financial Group
New Hampshire
$442K +$252 +2 +0.1%
AG
1516
AIA Group
Hong Kong
$442K -$2.01M -15,979 -82%
KTC
1517
Kentucky Trust Company
Kentucky
$442K +$442K +3,503 New
AIC
1518
Archer Investment Corporation
Indiana
$436K -$757 -6 -0.2%
FMTC
1519
Farmers & Merchants Trust Company
California
$434K +$99.5K +789 +30%
BFS
1520
Bard Financial Services
Connecticut
$432K
PPP
1521
Private Portfolio Partners
New Jersey
$432K +$7.69K +61 +2%
OP
1522
ORG Partners
Indiana
$430K +$380 +3 +0.1%
ANBT
1523
American National Bank & Trust
Texas
$429K +$21.7K +172 +5%
WTG
1524
West Tower Group
Virginia
$429K +$164K +1,300 +62%
QCG
1525
Quadrant Capital Group
Ohio
$428K -$81.1K -643 -16%