UPS icon

United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
1526
Parkside Financial Bank & Trust
Missouri
$408K -$12.1K -89 -3%
BWS
1527
Buck Wealth Strategies
Colorado
$406K -$204K -1,496 -33%
HCA
1528
Harbour Capital Advisors
Virginia
$405K
VW
1529
Vance Wealth
California
$404K -$1.36K -10 -0.3%
VIM
1530
Vista Investment Management
Pennsylvania
$403K +$2.45K +18 +0.6%
HA
1531
Herold Advisors
New York
$402K +$118K +865 +42%
SPWM
1532
Schrum Private Wealth Management
Florida
$399K +$150K +1,100 +60%
DWM
1533
Defined Wealth Management
Oregon
$398K -$67.1K -492 -14%
MCC
1534
Malaga Cove Capital
California
$398K -$34.4K -252 -8%
LIA
1535
Luken Investment Analytics
Tennessee
$398K
LAM
1536
L2 Asset Management
Massachusetts
$398K +$15.3K +112 +4%
PWPS
1537
Pinnacle Wealth Planning Services
Ohio
$396K +$10.2K +75 +3%
PPWP
1538
Premier Path Wealth Partners
New Jersey
$396K -$41.7K -306 -10%
KWM
1539
Kolinsky Wealth Management
New Jersey
$396K -$28.6K -210 -7%
SP
1540
Successful Portfolios
Florida
$394K +$11.6K +85 +3%
DLA
1541
Douglas Lane & Associates
New York
$394K -$1.23K -9 -0.3%
HWA
1542
Heartwood Wealth Advisors
Virginia
$393K -$198K -1,453 -34%
PWM
1543
Paulson Wealth Management
Illinois
$393K +$11.9K +87 +3%
JF
1544
Joule Financial
Kentucky
$392K +$20.9K +153 +6%
GWM
1545
Gray Wealth Management
Maine
$391K +$20.3K +149 +5%
CWI
1546
Conscious Wealth Investments
Florida
$391K -$46K -350 -11%
RWM
1547
Ritholtz Wealth Management
New York
$389K -$9.82K -72 -2%
MHIC
1548
Marble Harbor Investment Counsel
Massachusetts
$389K
GEA
1549
Glen Eagle Advisors
New Jersey
$389K -$36K -264 -8%
CGL
1550
Clarius Group LLC
Washington
$388K +$17.6K +139 +5%