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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 %
CFS
1501
Coordinated Financial Services
Colorado
$397K +$119K +1,086 +43%
PCM
1502
Penserra Capital Management
California
$395K -$186K -1,692 -32%
FB
1503
Finward Bancorp
Indiana
$392K
PFA
1504
Pathway Financial Advisors
Vermont
$392K
SCM
1505
Schnieders Capital Management
California
$391K -$98.7K -897 -20%
JAG
1506
Journey Advisory Group
Kentucky
$391K +$25.4K +231 +7%
SVWAG
1507
Sound View Wealth Advisors Group
Georgia
$387K -$134K -1,219 -26%
CNFG
1508
Creegan & Nassoura Financial Group
New Hampshire
$386K +$330 +3 +0.1%
FCB
1509
First County Bank
Connecticut
$386K -$43K -391 -10%
TGAM
1510
TBH Global Asset Management
Tennessee
$385K +$138K +1,251 +56%
FIM
1511
Freedom Investment Management
Connecticut
$383K -$339K -3,084 -47%
KTC
1512
Kentucky Trust Company
Kentucky
$382K -$3.3K -30 -0.9%
WPC
1513
Wedmont Private Capital
Pennsylvania
$382K +$77.4K +797 +25%
CAMG
1514
CWA Asset Management Group
Florida
$381K +$21.2K +193 +6%
ANBT
1515
American National Bank & Trust
Texas
$379K +$5.28K +48 +1%
FTC
1516
Farmers Trust Company
Ohio
$377K +$66.5K +605 +21%
KP
1517
Keel Point
Alabama
$377K +$58.3K +530 +18%
HWA
1518
Heritage Wealth Advisors
Virginia
$375K -$32.2K -293 -8%
LA
1519
LVW Advisors
New York
$375K -$16.6K -151 -4%
FMTC
1520
Farmers & Merchants Trust Company
California
$374K -$4.84K -44 -1%
WTG
1521
West Tower Group
Virginia
$374K
MQWP
1522
Morey & Quinn Wealth Partners
Nebraska
$374K -$26.3K -239 -7%
MIA
1523
MeadowBrook Investment Advisors
Michigan
$373K +$49.3K +448 +15%
TWM
1524
Thrive Wealth Management
Pennsylvania
$372K +$116K +1,056 +45%
PCS
1525
Personal CFO Solutions
New Jersey
$372K +$47.4K +431 +15%