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United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
OL
1751
OneFund LLC
Florida
$262K +$4.64K +34 +2%
ZF
1752
Zega Financial
Florida
$262K
FWTB
1753
First Western Trust Bank
Colorado
$262K -$254K -1,862 -49%
MIM
1754
MTM Investment Management
South Carolina
$261K -$40.6K -309 -13%
EW
1755
Evoke Wealth
California
$260K +$260K +1,908 New
MCWA
1756
Meadow Creek Wealth Advisors
Georgia
$260K -$72.3K -530 -22%
GWA
1757
Gratus Wealth Advisors
Virginia
$259K -$24.8K -189 -9%
VCWA
1758
Vanguard Capital Wealth Advisors
Colorado
$259K -$130K -951 -33%
AA
1759
Alta Advisers
United Kingdom
$259K
SAM
1760
SignalPoint Asset Management
Missouri
$258K -$16.1K -120 -6%
SC
1761
Sapient Capital
Indiana
$258K -$4.91K -36 -2%
GAA
1762
Global Assets Advisory
Florida
$257K +$257K +1,932 New
HPM
1763
Hoxton Planning & Management
West Virginia
$257K +$257K +1,888 New
GL
1764
Gerber LLC
Ohio
$257K -$545 -4 -0.2%
EA
1765
Enclave Advisors
Texas
$256K +$256K +1,879 New
OFG
1766
Oxford Financial Group
Indiana
$255K -$155K -1,135 -38%
SIS
1767
Sound Income Strategies
Florida
$254K +$818 +6 +0.3%
SCA
1768
Stillwater Capital Advisors
Pennsylvania
$253K -$9.26M -67,933 -97%
SAI
1769
Savvy Advisors Inc
New York
$253K +$31.8K +233 +14%
IF
1770
Integrity Financial
Wyoming
$253K +$20.5K +150 +9%
CFO
1771
Callan Family Office
Pennsylvania
$253K +$47.6K +349 +23%
ME
1772
McIlrath & Eck
Washington
$252K +$1.23K +9 +0.5%
RCM
1773
RB Capital Management
Nevada
$251K -$69.9K -513 -22%
RWI
1774
Red Wave Investments
Pennsylvania
$251K -$10.1K -74 -4%
WP
1775
WMS Partners
Maryland
$250K +$250K +1,834 New