UPS icon

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 %
FA
1776
FDx Advisors
Illinois
$250K -$50.2K -368 -17%
CWM
1777
Centurion Wealth Management
Virginia
$250K +$250K +1,833 New
DF
1778
Dunhill Financial
United Kingdom
$250K +$11.7K +86 +5%
PB
1779
Pinnacle Bancorp
Nebraska
$250K +$20.5K +150 +9%
SSWM
1780
Sheets Smith Wealth Management
North Carolina
$249K -$2.26M -16,600 -90%
TCB
1781
Texas Capital Bancshares
Texas
$249K -$1.5K -11 -0.6%
AF
1782
Advisornet Financial
Minnesota
$249K +$86.3K +633 +53%
LA
1783
Latitude Advisors
Florida
$248K +$13.2K +97 +6%
WDC
1784
Woodward Diversified Capital
California
$248K -$7.22K -53 -3%
GF
1785
Gimbal Financial
Indiana
$248K +$968 +7 +0.4%
DPW
1786
DiNuzzo Private Wealth
Pennsylvania
$248K +$241K +1,768 +3,608%
LTI
1787
Laffer Tengler Investments
Tennessee
$248K -$14.5K -106 -6%
IAS
1788
Investment Advisory Services
Texas
$247K -$7.77K -57 -3%
BCM
1789
Buckhead Capital Management
Georgia
$247K +$247K +1,812 New
TPWA
1790
TRUE Private Wealth Advisors
Oregon
$247K -$12.5K -92 -5%
PPC
1791
Park Place Capital
Alabama
$246K -$80.6K -591 -25%
GFL
1792
Granite FO LLC
New Hampshire
$245K +$245K +1,800 New
CPW
1793
Crestmont Private Wealth
Texas
$245K +$8.18K +60 +3%
OAM
1794
Oak Asset Management
California
$244K
QFA
1795
Quantum Financial Advisors
California
$243K +$40K +293 +20%
SFG
1796
Sather Financial Group
Texas
$243K
GLA
1797
Great Lakes Advisors
Illinois
$242K -$99.1K -727 -29%
LWM
1798
Lodestone Wealth Management
Washington
$241K -$10.6K -78 -4%
BCA
1799
Bray Capital Advisors
Florida
$239K +$1.64K +12 +0.7%
FWM
1800
Forza Wealth Management
Florida
$239K