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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 %
SCI
1726
S&CO Inc
Massachusetts
$249K -$110K -1,000 -31%
LWM
1727
Lyell Wealth Management
California
$249K
OFC
1728
Oakland Financial Corp
$247K
LWL
1729
Leo Wealth LLC
Texas
$247K -$302K -2,750 -55%
GBT
1730
Grove Bank & Trust
Florida
$246K -$9.9K -90 -4%
DAS
1731
Diversify Advisory Services
Utah
$245K -$489K -5,052 -67%
PA
1732
PSI Advisors
Florida
$245K +$84.8K +771 +53%
CA
1733
CV Advisors
Florida
$245K +$245K +2,225 New
GP
1734
Guardian Partners
Canada
$244K -$16.5K -170 -6%
PWPS
1735
Pinnacle Wealth Planning Services
Ohio
$243K +$440 +4 +0.2%
SFC
1736
SYM Financial Corp
Indiana
$242K +$242K +2,200 New
ZI
1737
ZEGA Investments
Florida
$241K +$5.72K +52 +2%
BPFA
1738
Barnes Pettey Financial Advisors
Mississippi
$241K +$241K +2,193 New
CIA
1739
Cape Investment Advisory
Georgia
$241K -$76.2K -693 -24%
SS
1740
SBI Securities
Japan
$240K +$85.1K +774 +55%
CFGW
1741
Chancellor Financial Group WB
Pennsylvania
$240K -$22K -200 -8%
RMP
1742
Richards, Merrill & Peterson
Washington
$239K -$1.32K -12 -0.5%
NHT
1743
New Hampshire Trust
New Hampshire
$239K +$49.2K +447 +26%
AGWCA
1744
Annis Gardner Whiting Capital Advisors
Florida
$238K +$61.6K +560 +35%
CPIA
1745
Cornell Pochily Investment Advisors
New York
$236K +$990 +9 +0.4%
MCWA
1746
Meadow Creek Wealth Advisors
Georgia
$235K +$23K +209 +11%
BB
1747
Busey Bank
Illinois
$234K +$9.9K +90 +4%
HCG
1748
Haven Capital Group
California
$234K
EW
1749
Evexia Wealth
Wisconsin
$233K -$997 -10 -0.4%
SWA
1750
SFMG Wealth Advisors
Texas
$233K -$440 -4 -0.2%