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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 %
EIP
1601
Ellis Investment Partners
Pennsylvania
$368K -$86.3K -684 -19%
GCM
1602
Generation Capital Management
New York
$367K +$367K +2,909 New
BW
1603
BIP Wealth
Georgia
$366K +$366K +2,900 New
DWM
1604
Defined Wealth Management
Oregon
$365K -$3.03K -24 -0.8%
KP
1605
Keel Point
Alabama
$365K -$18.9K -150 -5%
HWA
1606
Heartwood Wealth Advisors
Virginia
$365K +$1.77K +14 +0.5%
HBS
1607
Howard Bailey Securities
Indiana
$365K +$365K +2,895 New
SFP
1608
Shepherd Financial Partners
Massachusetts
$365K -$89.3K -708 -20%
CA
1609
Continuum Advisory
Idaho
$365K +$1.14K +9 +0.3%
JWM
1610
Jacksonville Wealth Management
Florida
$365K +$365K +2,892 New
WCM
1611
WealthTrak Capital Management
Virginia
$364K +$364K +2,888 New
CIA
1612
Cape Investment Advisory
Georgia
$364K -$20.4K -162 -5%
YWS
1613
Yarger Wealth Strategies
Ohio
$363K +$15.1K +120 +4%
LAM
1614
L2 Asset Management
Massachusetts
$363K -$5.17K -41 -1%
CF
1615
Claris Financial
Virginia
$362K +$362K +2,871 New
MHIC
1616
Marble Harbor Investment Counsel
Massachusetts
$360K
SCM
1617
Sterling Capital Management
North Carolina
$360K -$2.11M -16,719 -85%
AA
1618
AlphaMark Advisors
Kentucky
$359K +$21.1K +167 +6%
ARMT
1619
Amica Retiree Medical Trust
Rhode Island
$358K -$31K -246 -8%
FHA
1620
Flagship Harbor Advisors
Massachusetts
$358K -$151K -1,199 -30%
FTC
1621
Farmers Trust Company
Ohio
$356K -$26.6K -211 -7%
KWM
1622
Kiker Wealth Management
Georgia
$356K +$356K +2,825 New
SP
1623
Successful Portfolios
Florida
$356K -$8.83K -70 -2%
CWA
1624
Choice Wealth Advisors
Maine
$355K +$3.03K +24 +0.9%
GWM
1625
Gray Wealth Management
Maine
$355K -$6.81K -54 -2%