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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 %
PWM
1751
Pines Wealth Management
North Carolina
$232K -$30.7K -334 -12%
PMWMG
1752
Parr McKnight Wealth Management Group
Minnesota
$231K
MWM
1753
Massachusetts Wealth Management
Massachusetts
$230K -$24.7K -225 -10%
HFS
1754
Howard Financial Services
Texas
$230K -$30.5K -277 -12%
S
1755
Sunpointe
Missouri
$230K +$4.51K +41 +2%
AA
1756
Acorns Advisers
California
$230K +$50.5K +458 +28%
AWG
1757
Altus Wealth Group
Colorado
$230K +$7.59K +69 +3%
CFD
1758
Creative Financial Designs
Indiana
$229K +$24.6K +224 +12%
TVAMP
1759
Tennessee Valley Asset Management Partners
Tennessee
$229K -$23.7K -215 -9%
LSWP
1760
Liberty Square Wealth Partners
Pennsylvania
$229K
WC
1761
Westhampton Capital
North Carolina
$228K
GEA
1762
Glen Eagle Advisors
New Jersey
$228K -$20.8K -189 -8%
BWFA
1763
Baltimore-Washington Financial Advisors
Maryland
$227K
ICM
1764
IMS Capital Management
Oregon
$227K +$12.2K +111 +6%
CL
1765
COWA LLC
Oklahoma
$225K +$225K +2,047 New
BFA
1766
Benedict Financial Advisors
Georgia
$225K -$2.75K -25 -1%
DA
1767
Detalus Advisors
Missouri
$225K
WKWM
1768
Walter & Keenan Wealth Management
Indiana
$225K +$18.6K +169 +9%
EB
1769
Exchange Bank
California
$224K +$3.3K +30 +1%
BTC
1770
Bank & Trust Company
Illinois
$224K
BBA
1771
BLB&B Advisors
Pennsylvania
$224K +$330 +3 +0.1%
RZH
1772
Relyea Zuckerberg Hanson
Connecticut
$223K +$1.1K +10 +0.5%
ALA
1773
Atlas Legacy Advisors
California
$223K -$7.15K -65 -3%
LNB
1774
Ledyard National Bank
$222K -$61.7K -561 -22%
CG
1775
Clifford Group
Massachusetts
$222K +$222K +2,018 New