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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 %
BOJHT
1626
Bank of Jackson Hole Trust
Wyoming
$301K +$14.9K +125 +5%
CAC
1627
Core Alternative Capital
Georgia
$300K -$9.02K -82 -3%
CFS
1628
Cannon Financial Strategists
Georgia
$299K
QL
1629
Quarry LP
New York
$299K +$242K +2,201 +425%
MPM
1630
MBB Public Markets
Illinois
$297K +$297K +2,700 New
TNB
1631
Thomasville National Bank
Georgia
$297K -$8.14K -74 -3%
KA
1632
Kercheville Advisors
Texas
$296K +$121K +1,100 +69%
BCM
1633
BluePath Capital Management
Georgia
$295K -$4.29K -39 -1%
CIG
1634
CHB Investment Group
Pennsylvania
$295K
RLH
1635
RD Lewis Holdings
Florida
$295K -$24.2K -251 -8%
BCG
1636
Breakwater Capital Group
New Jersey
$294K +$32.6K +296 +12%
SWM
1637
Silverlake Wealth Management
Vermont
$293K +$1.21K +11 +0.4%
LWM
1638
Liberty Wealth Management
California
$293K -$51.6K -469 -15%
JCFM
1639
JBR Co Financial Management
Oklahoma
$292K +$292K +2,658 New
MAM
1640
Meeder Asset Management
Ohio
$292K -$203K -1,845 -41%
PAM
1641
PCG Asset Management
New Jersey
$292K -$41.8K -380 -13%
SEM
1642
Suncoast Equity Management
Florida
$292K
FMLI
1643
Fukoku Mutual Life Insurance
Japan
$292K
CCA
1644
Childress Capital Advisors
Texas
$291K -$97.7K -888 -25%
TBNY
1645
Trustco Bank (New York)
New York
$291K -$12.3K -112 -4%
FFO
1646
Fortitude Family Office
Arizona
$291K -$49.5K -450 -15%
HWA
1647
HCR Wealth Advisors
California
$289K -$220 -2 -0.1%
V
1648
ViaWealth
Kansas
$289K -$60.5K -550 -17%
TIA
1649
Traphagen Investment Advisors
New Jersey
$289K +$59K +536 +26%
RCWM
1650
Royal Capital Wealth Management
Indiana
$288K +$770 +7 +0.3%