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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 %
WEG
1576
World Equity Group
Illinois
$331K -$265K -2,252 -44%
WT
1577
Washington Trust
Rhode Island
$330K -$349K -3,172 -51%
LCM
1578
Liberty Capital Management
Michigan
$330K -$3.85K -35 -1%
HR
1579
Hardy Reed
Mississippi
$329K +$20K +182 +6%
EGA
1580
E&G Advisors
Texas
$327K
CWP
1581
Capital Wealth Planning
Florida
$326K -$17.8K -162 -5%
HW
1582
Hancock Whitney
Mississippi
$325K -$12.6K -115 -4%
WWC
1583
Waypoint Wealth Counsel
Georgia
$325K +$67K +609 +26%
SP
1584
Successful Portfolios
Florida
$322K +$12.4K +113 +4%
LIA
1585
Luken Investment Analytics
Tennessee
$321K
SAM
1586
Shell Asset Management
Netherlands
$321K
GCM
1587
Generation Capital Management
New York
$320K
CWA
1588
CogentBlue Wealth Advisors
Tennessee
$320K +$35.9K +326 +13%
SL
1589
Sentinus LLC
Illinois
$320K -$119K -1,083 -27%
WCM
1590
WealthTrak Capital Management
Virginia
$317K -$330 -3 -0.1%
FCA
1591
FLC Capital Advisors
California
$317K +$34.1K +310 +12%
EIP
1592
Ellis Investment Partners
Pennsylvania
$316K -$4.4K -40 -1%
CA
1593
Continuum Advisory
Idaho
$316K -$1.98K -18 -0.6%
PMIA
1594
Patrick Mauro Investment Advisor
Illinois
$316K -$243K -2,210 -44%
AWM
1595
Accurate Wealth Management
Florida
$315K -$72.3K -745 -19%
VIM
1596
Vista Investment Management
Pennsylvania
$315K -$8.69K -79 -3%
CA
1597
Capital Advantage
California
$313K
CWA
1598
Choice Wealth Advisors
Maine
$313K +$2.97K +27 +1%
HBS
1599
Howard Bailey Securities
Indiana
$313K -$5.72K -52 -2%
VIM
1600
VELA Investment Management
Ohio
$312K +$312K +2,841 New