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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 %
PCP
1826
Proficio Capital Partners
Massachusetts
$206K +$15.6K +142 +8%
LCM
1827
Leisure Capital Management
California
$206K
PSP
1828
Pacific Sage Partners
Washington
$206K +$21.6K +196 +12%
LAM
1829
Lakewood Asset Management
Illinois
$206K -$451K -4,103 -69%
CPW
1830
Crestmont Private Wealth
Texas
$206K -$3.3K -30 -2%
PIA
1831
Perennial Investment Advisors
California
$206K +$206K +1,872 New
RFP
1832
Root Financial Partners
California
$206K +$206K +1,869 New
CA
1833
Calton & Associates
Florida
$205K +$205K +1,863 New
CI
1834
Cambiar Investors
Colorado
$204K -$72.3K -657 -26%
RTC
1835
Real Talk Capital
Tennessee
$204K -$3.41K -31 -2%
TPWA
1836
TRUE Private Wealth Advisors
Oregon
$204K +$2.75K +25 +1%
IC
1837
Inscription Capital
Texas
$202K +$202K +1,360 New
DBIA
1838
Dumont & Blake Investment Advisors
New Jersey
$202K -$220 -2 -0.1%
HPM
1839
Hoxton Planning & Management
West Virginia
$202K -$8.36K -76 -4%
DPW
1840
DiNuzzo Private Wealth
Pennsylvania
$201K +$330 +3 +0.2%
MWP
1841
Meriwether Wealth & Planning
Louisiana
$201K +$201K +1,830 New
CRI
1842
Colonial River Investments
Virginia
$201K -$38.3K -348 -16%
ASC
1843
Atalanta Sosnoff Capital
New York
$201K -$6.05K -55 -3%
FA
1844
FDx Advisors
Illinois
$201K +$5.94K +54 +3%
BO
1845
Bank OZK
Arkansas
$201K -$11K -100 -5%
NWWA
1846
New Wave Wealth Advisors
Arkansas
$201K +$49.3K +448 +33%
RF
1847
Roxbury Financial
New Jersey
$200K -$3.81K -32 -2%
SAM
1848
Sawgrass Asset Management
Florida
$200K -$6.38K -58 -3%
GFL
1849
Granite FO LLC
New Hampshire
$198K
EWM
1850
Evermay Wealth Management
Virginia
$192K