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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 %
SIC
1551
Sterling Investment Counsel
New York
$408K +$2.27K +18 +0.6%
EC
1552
Eaton-Cambridge
Arizona
$408K +$12.4K +98 +3%
S
1553
SimplyRich
California
$408K +$21.7K +172 +6%
PCA
1554
Prosperity Capital Advisors
Ohio
$405K -$5.8K -46 -1%
IC
1555
Iconiq Capital
California
$403K +$403K +3,196 New
PFWA
1556
Paces Ferry Wealth Advisors
Georgia
$401K -$105K -832 -21%
CIC
1557
Chase Investment Counsel
Virginia
$401K +$401K +3,181 New
MFG
1558
MidWestOne Financial Group
Iowa
$401K
V
1559
ViaWealth
Kansas
$400K -$43.6K -346 -10%
SWM
1560
Segment Wealth Management
Texas
$396K -$25.3K -201 -6%
FCA
1561
Fortis Capital Advisors
Kansas
$396K -$5.79K -45 -1%
LWM
1562
Liberty Wealth Management
California
$395K -$6.05K -48 -2%
CWP
1563
Capital Wealth Planning
Florida
$394K -$427K -3,382 -52%
WAM
1564
Weatherly Asset Management
California
$393K +$62.4K +495 +19%
FCP
1565
Fidelis Capital Partners
Florida
$393K +$73.1K +657 +23%
VFM
1566
Vision Financial Markets
Connecticut
$392K +$392K +3,111 New
KIG
1567
Kennedy Investment Group
New Jersey
$391K -$11.5K -91 -3%
FFO
1568
Fortitude Family Office
Arizona
$390K -$7.31K -58 -2%
GCP
1569
GSA Capital Partners
United Kingdom
$388K -$8.58K -68 -2%
HW
1570
Hancock Whitney
Mississippi
$388K +$88.3K +700 +29%
PK
1571
Pflug Koory
Nebraska
$387K -$27.1K -215 -7%
SWM
1572
Sugarloaf Wealth Management
Georgia
$387K +$232K +1,843 +150%
WPC
1573
Wedmont Private Capital
Pennsylvania
$386K +$89.5K +726 +30%
SIM
1574
Sentry Investment Management
Wisconsin
$386K -$62.9K -498 -14%
WCG
1575
Weaver Consulting Group
California
$385K