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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 %
EHWM
1801
Eads & Heald Wealth Management
Georgia
$257K -$180K -1,427 -41%
BTC
1802
Bank & Trust Company
Illinois
$257K
CCA
1803
Cobblestone Capital Advisors
New York
$257K -$55K -436 -18%
WCM
1804
Winebrenner Capital Management
Kentucky
$257K +$257K +2,034 New
MCM
1805
Monument Capital Management
Virginia
$256K +$4.79K +38 +2%
BBA
1806
BLB&B Advisors
Pennsylvania
$256K -$19K -151 -7%
MWA
1807
Meridian Wealth Advisors
Texas
$256K
EFG
1808
Embree Financial Group
Illinois
$255K -$45.6K -362 -15%
RZH
1809
Relyea Zuckerberg Hanson
Connecticut
$255K -$24.5K -194 -9%
UAML
1810
US Asset Management LLC
Pennsylvania
$255K -$15.8K -125 -6%
AWG
1811
Altus Wealth Group
Colorado
$255K +$11.2K +89 +5%
EWA
1812
ERTS Wealth Advisors
Michigan
$255K -$71K -563 -22%
MHIP
1813
Mountain Hill Investment Partners
New Jersey
$255K +$255K +2,021 New
CCM
1814
Chaney Capital Management
Washington
$255K
BAM
1815
Bosun Asset Management
Illinois
$253K
EB
1816
Exchange Bank
California
$253K
HIIFS
1817
Harel Insurance Investments & Financial Services
Israel
$253K -$71.6K -569 -22%
JJBC
1818
James J. Burns & Company
New York
$253K
HA
1819
Harbor Advisors
Florida
$252K
CH
1820
Cromwell Holdings
Wyoming
$252K
QOP
1821
Quinn Opportunity Partners
Virginia
$252K +$252K +2,000 New
YLHM
1822
Yelin Lapidot Holdings Management
Israel
$252K
AFT
1823
Alpha Family Trust
California
$252K +$252K +1,995 New
PWP
1824
Pursue Wealth Partners
California
$251K +$251K +1,988 New
CAC
1825
Certified Advisory Corp
Florida
$249K -$2.02K -16 -0.8%