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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 %
ACM
1751
Alta Capital Management
Utah
$283K -$2.62M -20,781 -90%
TGAM
1752
TBH Global Asset Management
Tennessee
$283K +$8.32K +66 +3%
WFI
1753
West Family Investments
California
$280K +$280K +2,224 New
PWPS
1754
Pinnacle Wealth Planning Services
Ohio
$279K -$88K -698 -24%
IAS
1755
Investment Advisory Services
Texas
$278K +$49.1K +389 +21%
SFP
1756
Sterling Financial Planning
New Jersey
$278K
PFBT
1757
Parkside Financial Bank & Trust
Missouri
$278K -$99.3K -788 -26%
OL
1758
Optas LLC
Texas
$277K +$57.5K +456 +26%
CCG
1759
Catalina Capital Group
California
$276K -$13.1K -104 -5%
LIA
1760
Lynx Investment Advisory
District of Columbia
$276K -$8.07K -64 -3%
BC
1761
Bridgefront Capital
Texas
$276K +$276K +2,190 New
RMP
1762
Richards, Merrill & Peterson
Washington
$276K +$276K +2,186 New
BIP
1763
Blueprint Investment Partners
North Carolina
$275K +$275K +2,183 New
CRI
1764
Colonial River Investments
Virginia
$274K -$15.9K -126 -5%
CAWM
1765
Capital Advisors Wealth Management
Washington
$274K -$23.3K -185 -8%
WFS
1766
Walker Financial Services
Kentucky
$272K -$43.6K -306 -14%
OWP
1767
Obermeyer Wealth Partners
Colorado
$271K +$126 +1 +0%
CPIA
1768
Cornell Pochily Investment Advisors
New York
$270K -$7.19K -57 -3%
BFA
1769
Bill Few Associates
Pennsylvania
$270K -$27K -214 -9%
HCG
1770
Haven Capital Group
California
$268K +$268K +2,127 New
S
1771
Sachetta
Massachusetts
$268K -$6.18K -49 -2%
SWA
1772
SFMG Wealth Advisors
Texas
$268K +$61.4K +487 +30%
TAM
1773
Tucker Asset Management
Colorado
$266K -$125K -991 -32%
EW
1774
Evexia Wealth
Wisconsin
$266K +$25.8K +228 +11%
CWM
1775
Compass Wealth Management
Connecticut
$265K -$66.2K -525 -20%