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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 %
PMWMG
1776
Parr McKnight Wealth Management Group
Minnesota
$265K +$265K +2,099 New
JSL
1777
JT Stratford LLC
Georgia
$264K -$126K -996 -32%
HP
1778
Holistic Planning
Texas
$264K -$8.2K -65 -3%
ALA
1779
Atlas Legacy Advisors
California
$264K +$264K +2,090 New
TIA
1780
Traphagen Investment Advisors
New Jersey
$263K +$252 +2 +0.1%
JWWM
1781
Johnson & White Wealth Management
Pennsylvania
$263K +$263K +2,125 New
LA
1782
Lane & Associates
New Jersey
$262K +$4.68K +41 +2%
G
1783
GenTrust
Florida
$262K +$9.33K +74 +4%
WJWM
1784
Williams Jones Wealth Management
New York
$262K -$16.9K -134 -6%
EMAM
1785
Encompass More Asset Management
California
$261K +$4.04K +32 +2%
BFA
1786
Benedict Financial Advisors
Georgia
$261K +$1.77K +14 +0.7%
WC
1787
Westhampton Capital
North Carolina
$261K -$35.9K -285 -12%
ST
1788
Somerset Trust
Pennsylvania
$261K
KWMG
1789
King Wealth Management Group
Florida
$261K
BWFA
1790
Baltimore-Washington Financial Advisors
Maryland
$261K
LTI
1791
Laffer Tengler Investments
Tennessee
$261K +$31.5K +250 +14%
FPWM
1792
FSB Premier Wealth Management
Iowa
$260K -$29.4K -233 -10%
CF
1793
Copperwynd Financial
Arizona
$260K -$5.55K -44 -2%
Cohen & Steers
1794
Cohen & Steers
New York
$259K +$13.1K +104 +5%
S
1795
Sunpointe
Missouri
$258K -$16K -127 -6%
I
1796
InceptionR
California
$258K -$892K -7,077 -78%
FPB
1797
First PREMIER Bank
South Dakota
$258K +$145K +1,153 +128%
DA
1798
Detalus Advisors
Missouri
$258K -$13.4K -106 -5%
BB
1799
Busey Bank
Illinois
$257K -$58.3K -462 -18%
HI
1800
Human Investing
Oregon
$257K -$76.5K -607 -23%