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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 %
MFGM
1801
Marshall Financial Group (Maryland)
Maryland
$214K -$110 -1 -0.1%
OL
1802
OneFund LLC
Florida
$213K
DCM
1803
Dudley Capital Management
Virginia
$213K -$1.98K -18 -0.9%
MWC
1804
MBM Wealth Consultants
Missouri
$213K +$213K +1,935 New
NB
1805
Nicolet Bankshares
Wisconsin
$213K
MW
1806
MBL Wealth
North Carolina
$213K +$213K +1,933 New
WLG
1807
Williamson Legacy Group
Indiana
$213K -$1.76K -16 -0.8%
NC
1808
NovaPoint Capital
Georgia
$212K +$5.5K +50 +3%
GHA
1809
GW Henssler & Associates
Georgia
$212K -$123K -1,117 -37%
TC
1810
Trust Company
Kansas
$211K +$24.2K +220 +13%
AC
1811
Avestar Capital
New York
$211K -$92K -836 -30%
OHWA
1812
Oak Hill Wealth Advisors
Virginia
$210K
MS
1813
Madden Securities
Texas
$210K +$210K +1,910 New
GM
1814
GeoWealth Management
Illinois
$209K -$124K -1,125 -37%
CWM
1815
Compass Wealth Management
Connecticut
$209K -$22K -200 -10%
PW
1816
Pandora Wealth
Illinois
$209K +$209K +1,898 New
NFG
1817
Northeast Financial Group
Pennsylvania
$209K
LWM
1818
Lodestone Wealth Management
Washington
$208K +$12.2K +111 +6%
RS
1819
Rakuten Securities
Japan
$208K +$124K +1,127 +147%
NA
1820
Nautilus Advisors
California
$208K -$8.8K -80 -4%
CCB
1821
Cutter & Co Brokerage
Missouri
$208K +$208K +1,889 New
GL
1822
Gerber LLC
Ohio
$207K
HF
1823
Holcombe Financial
Georgia
$207K +$207K +1,883 New
CAWM
1824
Capital Advisors Wealth Management
Washington
$207K -$31.9K -290 -13%
EFM
1825
E Fund Management
China
$207K +$7.81K +71 +4%