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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 %
IWM
1876
Inlight Wealth Management
Georgia
$152K +$152K +1,384 New
ECM
1877
Elgethun Capital Management
South Dakota
$152K +$2.09K +19 +1%
FUBT
1878
First United Bank & Trust
Maryland
$146K -$339K -3,080 -70%
YDMI
1879
Y.D. More Investments
Israel
$145K +$6.82K +62 +5%
FMTCOCP
1880
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K
VC
1881
Vestor Capital
Illinois
$143K -$30.4K -276 -18%
LC
1882
Lavaca Capital
Texas
$142K +$1.65K +15 +1%
PWS
1883
Peterson Wealth Services
Utah
$141K +$1.98K +18 +1%
CBT
1884
Crews Bank & Trust
Florida
$139K
AA
1885
Addison Advisors
Vermont
$138K +$95.5K +868 +222%
CT
1886
Clearstead Trust
Maine
$138K +$4.4K +40 +3%
SPF
1887
South Plains Financial
Texas
$137K -$19.2K -175 -12%
AG
1888
AmeriFlex Group
Nevada
$137K -$12.9K -117 -9%
AF
1889
Advisornet Financial
Minnesota
$135K -$56.1K -510 -29%
API
1890
Asset Planning Inc
California
$132K +$1.21K +11 +0.9%
CWM
1891
Centricity Wealth Management
Ohio
$130K
Cohen & Steers
1892
Cohen & Steers
New York
$128K -$98.6K -894 -44%
MME
1893
Meag Munich Ergo
Germany
$127K
TS
1894
Tamar Securities
California
$127K -$13.7M -124,820 -99%
DIP
1895
DT Investment Partners
Pennsylvania
$127K
IWP
1896
IAG Wealth Partners
Wisconsin
$125K +$55K +500 +78%
BTD
1897
BankPlus Trust Department
Mississippi
$125K -$594K -5,402 -83%
RA
1898
Rise Advisors
New York
$125K +$3.74K +34 +3%
CAL
1899
Capital Advisors Ltd
Ohio
$120K -$6.4K -58 -5%
HBW
1900
Hazlett, Burt & Watson
West Virginia
$119K -$15.3K -139 -11%