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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 %
HFS
1726
Howard Financial Services
Texas
$299K +$43.9K +348 +17%
AB
1727
Atlas Brown
Kentucky
$298K -$3.03K -24 -1%
SCM
1728
Sollinda Capital Management
Florida
$297K +$7.57K +60 +3%
PCH
1729
PGIM Custom Harvest
New Jersey
$296K -$7.57K -60 -2%
WWC
1730
Waypoint Wealth Counsel
Georgia
$295K -$8.07K -64 -3%
HIA
1731
Harbor Investment Advisory
Maryland
$295K -$157K -1,243 -35%
TWM
1732
Thrive Wealth Management
Pennsylvania
$294K -$126K -998 -30%
GBT
1733
Grove Bank & Trust
Florida
$294K +$16.5K +131 +6%
WC
1734
Wynn Capital
Georgia
$293K +$74.3K +589 +34%
RWM
1735
Ritholtz Wealth Management
New York
$293K -$67.5K -535 -19%
MWM
1736
Massachusetts Wealth Management
Massachusetts
$293K -$3.15K -25 -1%
FRM
1737
Fox Run Management
Connecticut
$292K +$292K +2,315 New
3F
1738
360 Financial
Minnesota
$291K
HPBT
1739
Hickory Point Bank & Trust
Illinois
$291K +$291K +2,310 New
A
1740
AlphaQuest
New York
$291K -$5.68K -45 -2%
DTC
1741
Davidson Trust Company
Washington
$291K -$7.57K -60 -3%
TVAMP
1742
Tennessee Valley Asset Management Partners
Tennessee
$289K +$756 +6 +0.3%
1WA
1743
180 Wealth Advisors
Washington
$287K -$3.15K -25 -1%
LWM
1744
Lyell Wealth Management
California
$285K
GWANC
1745
Guardian Wealth Advisors (North Carolina)
North Carolina
$285K +$2.02K +16 +0.7%
ZI
1746
ZEGA Investments
Florida
$285K +$285K +2,143 New
TSW
1747
Thompson Siegel & Walmsley
Virginia
$285K -$6.57M -52,059 -96%
GEA
1748
Glen Eagle Advisors
New Jersey
$285K -$74.9K -594 -21%
LGF
1749
LGT Group Foundation
Liechtenstein
$284K -$4.11M -32,591 -94%
OFC
1750
Oakland Financial Corp
$284K +$284K +2,250 New