UPS icon

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 %
1M
1876
1248 Management
Missouri
$229K +$229K +1,818 New
SCM
1877
Spring Capital Management
Texas
$229K +$229K +1,816 New
BCM
1878
Buckhead Capital Management
Georgia
$228K
EFM
1879
E Fund Management
China
$228K +$228K +1,810 New
WP
1880
WealthPLAN Partners
Nebraska
$228K +$24.3K +193 +12%
FWTB
1881
First Western Trust Bank
Colorado
$227K -$14.8K -117 -6%
DDC
1882
DF Dent & Co
Maryland
$227K -$69.1K -548 -23%
GFL
1883
Granite FO LLC
New Hampshire
$227K
RS
1884
R Squared
Hong Kong
$226K +$226K +1,796 New
WPA
1885
West Paces Advisors
Georgia
$226K -$26.5K -210 -10%
RWA
1886
Redhawk Wealth Advisors
Minnesota
$226K -$31K -246 -12%
GF
1887
Gimbal Financial
Indiana
$226K -$252 -2 -0.1%
OAM
1888
Oak Asset Management
California
$225K
PB
1889
Pinnacle Bancorp
Nebraska
$225K -$5.68K -45 -2%
LWM
1890
Lodestone Wealth Management
Washington
$225K +$2.52K +20 +1%
SFG
1891
Sather Financial Group
Texas
$224K
FA
1892
FDx Advisors
Illinois
$224K -$7.2K -57 -3%
KCM
1893
Kathmere Capital Management
Pennsylvania
$223K +$25.3K +201 +13%
AG
1894
AlTi Global
New York
$223K -$76.1K -603 -25%
NRG
1895
Nemes Rush Group
Michigan
$223K -$1.2M -9,524 -84%
AWM
1896
Accredited Wealth Management
Kentucky
$223K +$223K +1,768 New
UF
1897
Univest Financial
Pennsylvania
$223K -$89.6K -711 -29%
FWM
1898
Forza Wealth Management
Florida
$223K +$2.14K +17 +1%
BCA
1899
Bray Capital Advisors
Florida
$222K +$1.39K +11 +0.6%
SWA
1900
Stratos Wealth Advisors
Ohio
$222K -$156K -1,234 -41%