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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 %
FA
1601
Fiduciary Alliance
South Carolina
$311K +$27.3K +248 +10%
GIP
1602
Granite Investment Partners
California
$310K -$55K -500 -15%
MA
1603
MKT Advisors
California
$310K +$3.06K +32 +1%
IA
1604
IFG Advisors
Missouri
$310K +$770 +7 +0.2%
VW
1605
Vance Wealth
California
$310K -$19.6K -178 -6%
BMCM
1606
Burns Matteson Capital Management
New York
$309K +$23.4K +213 +8%
FMP
1607
Financial Management Professionals
Texas
$309K +$10.4K +95 +4%
1W
1608
1776 Wealth
Georgia
$308K
CTB
1609
Country Trust Bank
Illinois
$308K +$19.7K +179 +7%
SSG
1610
Summit Securities Group
New York
$308K +$308K +2,800 New
GSEP
1611
Golden State Equity Partners
California
$308K +$220 +2 +0.1%
AWM
1612
Aegis Wealth Management
Maryland
$306K -$220 -2 -0.1%
BW
1613
BIP Wealth
Georgia
$306K -$12.8K -116 -4%
SFP
1614
Shepherd Financial Partners
Massachusetts
$306K -$12.5K -114 -4%
HCA
1615
Harbour Capital Advisors
Virginia
$305K
BIM
1616
Bridges Investment Management
Nebraska
$305K -$61.3K -557 -17%
PWM
1617
Palumbo Wealth Management
New York
$303K -$5.17K -47 -2%
MHIC
1618
Marble Harbor Investment Counsel
Massachusetts
$303K -$11K -100 -4%
EW
1619
Evoke Wealth
California
$303K +$38.9K +354 +15%
MFC
1620
Mechanics Financial Corp
Ohio
$303K
HWA
1621
Heartwood Wealth Advisors
Virginia
$302K -$15.9K -145 -5%
CGL
1622
Clarius Group LLC
Washington
$302K +$18.1K +165 +6%
OWP
1623
ORG Wealth Partners
Texas
$302K +$302K +2,752 New
SEP
1624
Southland Equity Partners
Missouri
$301K +$5.17K +47 +2%
JWM
1625
Jacksonville Wealth Management
Florida
$301K -$17.4K -158 -5%