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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 %
SAI
1676
Savvy Advisors Inc
New York
$328K +$93.9K +745 +40%
CWI
1677
Conscious Wealth Investments
Florida
$326K -$59.2K -456 -15%
CGL
1678
Clarius Group LLC
Washington
$326K -$59.4K -471 -15%
CWA
1679
CogentBlue Wealth Advisors
Tennessee
$326K +$326K +2,583 New
LNB
1680
Ledyard National Bank
$325K +$14.9K +118 +5%
FA
1681
Fiduciary Alliance
South Carolina
$325K +$325K +2,580 New
HWA
1682
HHM Wealth Advisors
Tennessee
$325K +$151K +1,198 +87%
FCA
1683
FLC Capital Advisors
California
$324K -$5.04K -40 -2%
PTP
1684
Platform Technology Partners
New York
$324K +$40.7K +323 +14%
OFS
1685
OneAscent Financial Services
Alabama
$324K +$38.4K +305 +13%
BAG
1686
Bridgewealth Advisory Group
California
$324K +$324K +2,800 New
SWP
1687
Strategic Wealth Partners
Ohio
$324K -$152K -1,315 -32%
AWAP
1688
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$323K +$11.9K +94 +4%
MIG
1689
McGuire Investment Group
Rhode Island
$322K -$1.01K -8 -0.3%
CTA
1690
Colonial Trust Advisors
South Carolina
$322K +$26K +206 +9%
HR
1691
Howe & Rusling
New York
$322K +$322K +2,552 New
SOAMC
1692
Spirit of America Management Corp
New York
$322K
DFA
1693
Delta Financial Advisors
Louisiana
$321K -$3.91K -31 -1%
LA
1694
Lifeworks Advisors
Michigan
$321K +$18.3K +145 +6%
AWA
1695
Aaron Wealth Advisors
Illinois
$320K +$60.2K +477 +23%
CFFP
1696
Center for Financial Planning
Michigan
$320K -$73.8K -585 -19%
CFS
1697
Coordinated Financial Services
Colorado
$318K +$318K +2,521 New
LC
1698
LCNB Corp
Ohio
$318K -$29.4K -233 -8%
RPCONE
1699
Retirement Planning Company of New England
Rhode Island
$318K +$14.6K +116 +5%
TT
1700
TI-Trust
Illinois
$317K