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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 %
CFP
1676
Catalyst Financial Partners
Massachusetts
$274K -$30.7K -279 -10%
RAG
1677
RIA Advisory Group
Iowa
$274K +$3.74K +34 +1%
3IP
1678
3Chopt Investment Partners
Virginia
$273K +$273K +2,483 New
PWP
1679
Phillips Wealth Planners
Mississippi
$271K +$271K +2,795 New
FGA
1680
Fortis Group Advisors
New Jersey
$271K
CWG
1681
Cornerstone Wealth Group
North Carolina
$271K -$27.4K -249 -9%
LC
1682
LCNB Corp
Ohio
$270K -$7.15K -65 -3%
LA
1683
Lane & Associates
New Jersey
$269K +$17.3K +157 +7%
HAS
1684
HBW Advisory Services
California
$269K +$64.2K +584 +31%
CFFP
1685
Center for Financial Planning
Michigan
$269K -$10K -91 -4%
TIA
1686
Tandem Investment Advisors
South Carolina
$269K +$91.3K +829 +51%
SRC
1687
Shufro Rose & Co
New York
$268K -$3.3K -30 -1%
SSWM
1688
Sheets Smith Wealth Management
North Carolina
$267K
CBT
1689
CoreFirst Bank & Trust
Kansas
$267K -$7.04K -64 -3%
BFA
1690
Bill Few Associates
Pennsylvania
$267K +$31.7K +288 +13%
IIM
1691
Ipswich Investment Management
Massachusetts
$267K
CFO
1692
CVA Family Office
Colorado
$267K -$19.7K -179 -7%
PL
1693
Plancorp LLC
Missouri
$266K +$3.41K +31 +1%
SFG
1694
Synergy Financial Group
California
$266K +$266K +2,415 New
MAG
1695
MRA Advisory Group
New Jersey
$265K -$107K -972 -29%
Financial Engines Advisors
1696
Financial Engines Advisors
California
$265K -$28.4K -258 -10%
JF
1697
Joule Financial
Kentucky
$265K -$22.9K -208 -8%
AFG
1698
Allegheny Financial Group
Pennsylvania
$263K -$1.98K -18 -0.7%
RA
1699
Ransom Advisory
Rhode Island
$263K +$263K +2,387 New
FCP
1700
Fidelis Capital Partners
Florida
$262K -$83.4K -852 -24%