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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 %
TLA
1851
Tanglewood Legacy Advisors
Texas
$191K
ITIM
1852
Indiana Trust & Investment Management
Indiana
$188K
USGIU
1853
U.S. Global Investors (USGI)
Texas
$187K +$34.1K +310 +22%
PB
1854
Pinnacle Bancorp
Nebraska
$187K -$9.68K -88 -5%
OC
1855
Oakworth Capital
Alabama
$186K -$173K -1,569 -48%
CT
1856
Coastline Trust
Rhode Island
$184K
SI
1857
Sava Infond
Slovenia
$184K -$719K -6,540 -80%
PBK
1858
Peoples Bank (Kansas)
Kansas
$183K
PPC
1859
Park Place Capital
Alabama
$183K +$68.9K +626 +60%
CWM
1860
CarsonAllaria Wealth Management
Illinois
$181K +$9.68K +88 +6%
BIG
1861
Brooklyn Investment Group
New York
$179K +$27.2K +247 +18%
NRG
1862
Nemes Rush Group
Michigan
$179K -$16K -145 -8%
CSPIA
1863
Cary Street Partners Investment Advisory
Virginia
$178K +$49.8K +453 +39%
HIIFS
1864
Harel Insurance Investments & Financial Services
Israel
$177K -$44.5K -404 -20%
BGAI
1865
Bruce G. Allen Investments
Colorado
$175K +$63.2K +575 +57%
GSWM
1866
Golden State Wealth Management
California
$173K +$65.9K +599 +61%
LB
1867
Legacy Bridge
Iowa
$173K -$5.17K -47 -3%
WSCM
1868
Wellington Shields Capital Management
New York
$172K
SCA
1869
Stuart Chaussee & Associates
California
$169K
MCAI
1870
Members Capital Advisors Inc
Wisconsin
$163K
JFGIW
1871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K +$48.1K +437 +43%
GJIA
1872
Glass Jacobson Investment Advisors
Maryland
$159K
ME
1873
McIlrath & Eck
Washington
$157K -$31.1K -283 -17%
ST
1874
Smithfield Trust
Pennsylvania
$157K -$43.8K -399 -22%
MMCM
1875
Murphy & Mullick Capital Management
New York
$154K +$14.7K +134 +11%