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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 %
RCM
1826
RB Capital Management
Nevada
$249K +$17K +135 +7%
BMC
1827
Beaton Management Company
Massachusetts
$249K -$37.8K -300 -13%
NA
1828
Nautilus Advisors
California
$248K +$248K +1,971 New
HT
1829
Headlands Technologies
Illinois
$248K +$248K +1,968 New
PPH
1830
Pure Portfolios Holdings
Oregon
$248K -$24.2K -192 -9%
GS
1831
GWN Securities
Florida
$247K +$247K +1,859 New
AWM
1832
Aries Wealth Management
Maine
$247K
TCB
1833
Texas Capital Bancshares
Texas
$247K +$16.3K +129 +7%
DCM
1834
Dudley Capital Management
Virginia
$247K
ICM
1835
IMS Capital Management
Oregon
$246K -$49.2K -390 -17%
WLG
1836
Williamson Legacy Group
Indiana
$246K +$2.02K +16 +0.8%
PP
1837
PFS Partners
New Jersey
$246K
PWM
1838
Paulson Wealth Management
Illinois
$245K -$118K -935 -32%
MFGM
1839
Marshall Financial Group (Maryland)
Maryland
$245K -$1.39K -11 -0.6%
LA
1840
Latitude Advisors
Florida
$245K +$15.1K +120 +7%
OL
1841
OneFund LLC
Florida
$244K +$1.89K +15 +0.8%
NB
1842
Nicolet Bankshares
Wisconsin
$244K -$45.9K -364 -16%
BO
1843
Bank OZK
Arkansas
$243K -$258K -2,047 -52%
MCWA
1844
Meadow Creek Wealth Advisors
Georgia
$243K +$2.52K +20 +1%
BIAS
1845
Beacon Investment Advisory Services
New Jersey
$242K -$158K -1,255 -40%
LSWP
1846
Liberty Square Wealth Partners
Pennsylvania
$242K +$242K +2,078 New
OHWA
1847
Oak Hill Wealth Advisors
Virginia
$241K +$241K +1,912 New
HPM
1848
Hoxton Planning & Management
West Virginia
$241K +$2.9K +23 +1%
BSTWA
1849
Blake Schutter Theil Wealth Advisors
Ohio
$240K -$149K -1,184 -38%
CPW
1850
Crestmont Private Wealth
Texas
$240K +$13.4K +106 +6%