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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 %
NFG
1851
Northeast Financial Group
Pennsylvania
$239K -$4.04K -32 -2%
WP
1852
WMS Partners
Maryland
$239K +$7.82K +62 +3%
RTC
1853
Real Talk Capital
Tennessee
$238K +$238K +1,886 New
GL
1854
Gerber LLC
Ohio
$238K
ASC
1855
Atalanta Sosnoff Capital
New York
$237K -$11.2K -89 -5%
SAM
1856
Sawgrass Asset Management
Florida
$237K -$11.2K -89 -5%
BWM
1857
BankPlus Wealth Management
Mississippi
$237K +$237K +1,878 New
LCM
1858
Leisure Capital Management
California
$237K -$6.68K -53 -3%
NC
1859
NovaPoint Capital
Georgia
$236K +$25.2K +200 +12%
WKWM
1860
Walter & Keenan Wealth Management
Indiana
$236K -$56.2K -446 -19%
HS
1861
Horan Securities
United States
$235K -$10.8K -86 -4%
HAS
1862
HBW Advisory Services
California
$235K -$16.6K -132 -7%
CFD
1863
Creative Financial Designs
Indiana
$235K -$56K -444 -19%
VPP
1864
Vertex Planning Partners
Illinois
$234K -$16.3K -129 -6%
RWI
1865
Red Wave Investments
Pennsylvania
$234K +$1.89K +15 +0.8%
VC
1866
Veracity Capital
Georgia
$234K -$25.1K -199 -10%
RC
1867
Rahlfs Capital
Texas
$233K +$233K +1,850 New
AWA
1868
AGH Wealth Advisors
Kansas
$233K +$233K +1,849 New
RF
1869
Roxbury Financial
New Jersey
$233K +$233K +1,714 New
DBIA
1870
Dumont & Blake Investment Advisors
New Jersey
$232K -$14.2K -113 -6%
HP
1871
Haven Private
Florida
$232K +$232K +1,836 New
DPW
1872
DiNuzzo Private Wealth
Pennsylvania
$231K +$1.39K +11 +0.6%
SAM
1873
SignalPoint Asset Management
Missouri
$230K -$12K -95 -5%
TPWA
1874
TRUE Private Wealth Advisors
Oregon
$230K +$2.14K +17 +0.9%
ST
1875
Smithfield Trust
Pennsylvania
$230K -$24.5K -195 -10%