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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 %
DFA
1701
Delta Financial Advisors
Louisiana
$261K -$18.8K -171 -7%
GL
1702
Graypoint LLC
New York
$259K -$112K -1,015 -30%
DLA
1703
Douglas Lane & Associates
New York
$259K -$38.4K -349 -13%
AB
1704
Atlas Brown
Kentucky
$259K -$1.32K -12 -0.5%
PPWP
1705
Premier Path Wealth Partners
New Jersey
$258K -$33.7K -306 -12%
DTC
1706
Davidson Trust Company
Washington
$258K +$4.07K +37 +2%
ATC
1707
Adirondack Trust Company
New York
$256K -$33.5K -305 -12%
NAS
1708
Nicolet Advisory Services
Wisconsin
$256K -$74.8K -775 -23%
SM
1709
Sweeney & Michel
California
$255K +$255K +2,778 New
GIM
1710
Guardian Investment Management
California
$255K -$166K -1,500 -39%
PAI
1711
Pittenger & Anderson Inc
Nebraska
$255K -$110K -1,000 -30%
SCM
1712
Sollinda Capital Management
Florida
$255K -$4.4K -40 -2%
1WA
1713
180 Wealth Advisors
Washington
$255K +$3.96K +36 +2%
3F
1714
360 Financial
Minnesota
$254K
FF
1715
Finley Financial
Nevada
$254K
CF
1716
Copperwynd Financial
Arizona
$254K +$27K +245 +12%
MMHP
1717
Murphy Middleton Hinkle & Parker
Georgia
$253K -$22K -200 -8%
BAM
1718
Bosun Asset Management
Illinois
$253K +$31.9K +290 +14%
CPW
1719
Cove Private Wealth
New York
$253K +$253K +2,300 New
OL
1720
Optas LLC
Texas
$253K +$10.9K +99 +5%
AWAP
1721
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$29K -264 -10%
CPA
1722
Capital Performance Advisors
California
$252K +$252K +2,295 New
VCP
1723
Verus Capital Partners
Arizona
$252K -$72.5K -659 -22%
HPBT
1724
Hickory Point Bank & Trust
Illinois
$251K -$2.64K -24 -1%
FPWM
1725
FSB Premier Wealth Management
Iowa
$249K +$22.7K +206 +10%