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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 %
HR
1626
Hardy Reed
Mississippi
$354K +$354K +2,811 New
IA
1627
IFG Advisors
Missouri
$354K -$36.6K -290 -9%
CAC
1628
Core Alternative Capital
Georgia
$354K -$25.7K -204 -7%
PWM
1629
Palumbo Wealth Management
New York
$354K -$34.9K -277 -9%
1W
1630
1776 Wealth
Georgia
$353K +$353K +2,803 New
PWM
1631
Pines Wealth Management
North Carolina
$353K +$353K +2,861 New
GSEP
1632
Golden State Equity Partners
California
$352K +$281K +2,229 +395%
AWM
1633
Aegis Wealth Management
Maryland
$352K +$352K +2,788 New
PIM
1634
Plato Investment Management
Australia
$350K +$41.9K +331 +14%
HFS
1635
Haverford Financial Services
Pennsylvania
$350K -$5.13M -40,714 -94%
TNB
1636
Thomasville National Bank
Georgia
$350K +$1.26K +10 +0.4%
CFP
1637
Catalyst Financial Partners
Massachusetts
$349K +$25.2K +200 +8%
JWM
1638
Jeppson Wealth Management
California
$349K -$5.04K -40 -1%
TBNY
1639
Trustco Bank (New York)
New York
$347K
AC
1640
Avestar Capital
New York
$347K +$59.9K +475 +21%
MFC
1641
Mechanics Financial Corp
Ohio
$347K -$6.31K -50 -2%
AW
1642
Atlas Wealth
Ohio
$347K
LA
1643
LexAurum Advisors
Kansas
$346K +$61.4K +487 +22%
CFS
1644
Cannon Financial Strategists
Georgia
$343K +$17.3K +137 +5%
HA
1645
Herold Advisors
New York
$342K -$29.5K -234 -8%
FMP
1646
Financial Management Professionals
Texas
$342K +$23.2K +184 +7%
CWG
1647
Cornerstone Wealth Group
North Carolina
$342K -$60.6K -481 -15%
DLA
1648
Douglas Lane & Associates
New York
$341K -$23.5K -186 -6%
BCM
1649
BluePath Capital Management
Georgia
$340K +$340K +2,721 New
WI
1650
WrapManager Inc
California
$340K -$47.9K -380 -12%