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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 %
KWM
1651
Kiker Wealth Management
Georgia
$288K -$23.1K -210 -7%
NCTC
1652
New Covenant Trust Company
Indiana
$286K -$6.69K -61 -2%
PC
1653
Peavine Capital
Nevada
$286K
EI
1654
Ellevest Inc
New York
$285K +$285K +2,589 New
WI
1655
WrapManager Inc
California
$284K -$12.5K -114 -4%
NG
1656
Novem Group
New York
$284K +$284K +2,581 New
HWA
1657
HHM Wealth Advisors
Tennessee
$283K +$220 +2 +0.1%
WC
1658
Wynn Capital
Georgia
$282K +$26.4K +240 +10%
LA
1659
Lifeworks Advisors
Michigan
$282K +$1.87K +17 +0.7%
DI
1660
DAGCO Inc
Ohio
$281K -$39.7K -361 -12%
SOAMC
1661
Spirit of America Management Corp
New York
$280K
SFS
1662
Sharp Financial Services
Pennsylvania
$280K -$52K -473 -16%
SCM
1663
Sterling Capital Management
North Carolina
$279K -$34.4K -313 -11%
JWWM
1664
Johnson & White Wealth Management
Pennsylvania
$278K +$43.9K +399 +19%
CTA
1665
Colonial Trust Advisors
South Carolina
$278K -$3.08K -28 -1%
RCA
1666
Ranch Capital Advisors
Florida
$277K -$14.1K -128 -5%
HIA
1667
Harbor Investment Advisory
Maryland
$277K +$19.6K +178 +8%
TT
1668
TI-Trust
Illinois
$277K
FPB
1669
First PREMIER Bank
South Dakota
$276K +$51K +465 +23%
AAM
1670
Austin Asset Management
Texas
$276K
EC
1671
EntryPoint Capital
New York
$276K -$417K -3,792 -60%
CCA
1672
Corps Capital Advisors
Texas
$275K
CG
1673
Curat Global
New Hampshire
$275K +$275K +2,500 New
IFU
1674
iSAM Funds (UK)
United Kingdom
$274K -$143K -1,299 -34%
MIG
1675
McGuire Investment Group
Rhode Island
$274K -$6.6K -60 -2%