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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 %
SJIM
1526
St. Johns Investment Management
Florida
$370K -$33.7K -306 -8%
LWP
1527
LMG Wealth Partners
Louisiana
$368K +$9.02K +82 +3%
PFBT
1528
Parkside Financial Bank & Trust
Missouri
$367K +$125K +1,137 +52%
CFP
1529
Cascade Financial Partners
California
$366K +$3.85K +35 +1%
SWA
1530
Sax Wealth Advisors
New Jersey
$365K -$320K -2,907 -47%
CAU
1531
Caxton Associates (UK)
$363K +$363K +3,297 New
MF
1532
Montis Financial
Massachusetts
$362K
FLII
1533
First Long Island Investors
New York
$362K -$12.3M -111,526 -97%
CF
1534
Claris Financial
Virginia
$362K
KIG
1535
Kennedy Investment Group
New Jersey
$361K +$19K +173 +6%
LWCFA
1536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K -$87.5K -900 -20%
SIC
1537
Sterling Investment Counsel
New York
$358K +$2.2K +20 +0.6%
MA
1538
MONECO Advisors
Connecticut
$358K +$358K +3,251 New
FFWA
1539
FRG Family Wealth Advisors
Washington
$357K -$15.4K -140 -4%
SFG
1540
SevenBridge Financial Group
Pennsylvania
$357K -$256K -2,530 -42%
GSWA
1541
Good Steward Wealth Advisors
Tennessee
$356K +$356K +3,236 New
JC
1542
JBGlobal.com
New York
$354K +$354K +3,216 New
SB
1543
Simmons Bank
Arkansas
$351K -$42.5K -386 -11%
AW
1544
Atlas Wealth
Ohio
$350K +$47.8K +435 +16%
FCA
1545
Fortis Capital Advisors
Kansas
$350K +$11.4K +104 +3%
LAM
1546
L2 Asset Management
Massachusetts
$348K +$31.8K +289 +10%
CIC
1547
Chase Investment Counsel
Virginia
$348K -$1.76K -16 -0.5%
SWM
1548
Segment Wealth Management
Texas
$346K
FCH
1549
Freestone Capital Holdings
Washington
$345K -$27.3K -248 -7%
WAM
1550
Weatherly Asset Management
California
$345K +$2.2K +20 +0.6%