UPS icon

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 %
PPWM
1576
Paragon Private Wealth Management
Kentucky
$384K -$114K -904 -23%
LCM
1577
Liberty Capital Management
Michigan
$383K -$63.1K -500 -14%
OAM
1578
Oxford Asset Management
United Kingdom
$382K +$382K +3,033 New
PAM
1579
PCG Asset Management
New Jersey
$382K +$382K +3,032 New
GM
1580
GeoWealth Management
Illinois
$382K +$69.9K +554 +22%
DAC
1581
Dividend Assets Capital
South Carolina
$382K -$29K -230 -7%
MAV
1582
Mason & Associates (Virginia)
Virginia
$381K
SFS
1583
Sharp Financial Services
Pennsylvania
$380K -$77.6K -615 -17%
AWAU
1584
Alliance Wealth Advisors (Utah)
Utah
$378K -$14.6K -116 -4%
VW
1585
Vance Wealth
California
$377K +$4.16K +33 +1%
HCA
1586
Harbour Capital Advisors
Virginia
$377K
KFA
1587
Krane Funds Advisors
New York
$377K -$15.6K -124 -4%
DIA
1588
Dana Investment Advisors
Wisconsin
$376K -$11.1K -88 -3%
GAA
1589
Global Assets Advisory
Florida
$375K +$136K +1,097 +57%
EGA
1590
E&G Advisors
Texas
$374K -$12.6K -100 -3%
RLH
1591
RD Lewis Holdings
Florida
$374K +$374K +3,308 New
DWM
1592
Dechtman Wealth Management
Colorado
$372K -$19K -151 -5%
VCP
1593
Verus Capital Partners
Arizona
$372K -$25.2K -200 -6%
PCS
1594
Personal CFO Solutions
New Jersey
$372K -$25.1K -199 -6%
MIA
1595
MeadowBrook Investment Advisors
Michigan
$371K +$42.5K +337 +13%
VIM
1596
Vista Investment Management
Pennsylvania
$371K -$1.77K -14 -0.5%
MCC
1597
Malaga Cove Capital
California
$368K
DI
1598
DAGCO Inc
Ohio
$368K -$15.3K -121 -4%
LIA
1599
Luken Investment Analytics
Tennessee
$368K
SAM
1600
Shell Asset Management
Netherlands
$368K -$185K -1,465 -33%