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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 %
HR
1776
Howe & Rusling
New York
$221K -$59.2K -538 -21%
YWS
1777
Yarger Wealth Strategies
Ohio
$221K -$94.9K -863 -30%
AWM
1778
Accredited Wealth Management
Kentucky
$221K +$26.6K +242 +14%
TSW
1779
Thompson Siegel & Walmsley
Virginia
$221K -$27.6K -251 -11%
UAML
1780
US Asset Management LLC
Pennsylvania
$221K -$1.65K -15 -0.7%
S
1781
Sachetta
Massachusetts
$221K -$13K -118 -6%
G
1782
GenTrust
Florida
$220K -$8.14K -74 -4%
HA
1783
Harbor Advisors
Florida
$220K
SLA
1784
Silver Lake Advisory
Utah
$220K +$220K +2,000 New
MCC
1785
Money Concepts Capital
Florida
$219K +$219K +1,996 New
YLHM
1786
Yelin Lapidot Holdings Management
Israel
$219K
CAC
1787
Certified Advisory Corp
Florida
$219K +$1.65K +15 +0.8%
PCH
1788
PGIM Custom Harvest
New Jersey
$218K -$39.6K -360 -15%
RWP
1789
Ridgecrest Wealth Partners
California
$218K +$218K +1,980 New
BDFN
1790
Bond & Devick Financial Network
Minnesota
$217K +$42.9K +390 +25%
WCM
1791
Winebrenner Capital Management
Kentucky
$217K -$7.15K -65 -3%
DE
1792
Diversified Enterprises
Delaware
$216K +$216K +1,968 New
WJWM
1793
Williams Jones Wealth Management
New York
$216K -$12.5K -114 -5%
AWA
1794
Aaron Wealth Advisors
Illinois
$215K -$63.9K -581 -23%
AWM
1795
Aries Wealth Management
Maine
$215K
DJSG
1796
D.J. St. Germain
Massachusetts
$215K -$60.7K -552 -22%
TCB
1797
Texas Capital Bancshares
Texas
$214K -$770 -7 -0.4%
KCM
1798
Kathmere Capital Management
Pennsylvania
$214K +$19.6K +178 +10%
PP
1799
PFS Partners
New Jersey
$214K
SIM
1800
Sentry Investment Management
Wisconsin
$214K -$78.7K -822 -27%