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 %
IF
1901
Integrity Financial
Wyoming
$221K -$12.6K -100 -5%
EWM
1902
Evermay Wealth Management
Virginia
$221K -$117K -925 -35%
AF
1903
Advisornet Financial
Minnesota
$219K -$10.6K -84 -5%
HCM
1904
Hudson Capital Management
New Jersey
$219K
LIA
1905
LBMC Investment Advisors
Tennessee
$219K +$4.79K +38 +2%
PCP
1906
Proficio Capital Partners
Massachusetts
$219K +$219K +1,735 New
TLA
1907
Tanglewood Legacy Advisors
Texas
$219K
MPW
1908
MA Private Wealth
California
$218K
BFO
1909
Boston Family Office
Massachusetts
$218K -$245K -1,936 -53%
CF
1910
Convergence Financial
Missouri
$218K +$11.1K +88 +5%
NHT
1911
New Hampshire Trust
New Hampshire
$218K -$81.2K -644 -27%
ME
1912
McIlrath & Eck
Washington
$216K -$17K -135 -7%
BDFN
1913
Bond & Devick Financial Network
Minnesota
$216K
ITIM
1914
Indiana Trust & Investment Management
Indiana
$216K +$2.14K +17 +1%
RMCM
1915
Reynders McVeigh Capital Management
Massachusetts
$215K -$97.7K -775 -31%
GLA
1916
Great Lakes Advisors
Illinois
$215K -$8.95K -71 -4%
TC
1917
Trust Company
Kansas
$214K +$33K +262 +18%
FM
1918
Foster & Motley
Ohio
$214K -$57.7K -458 -21%
GI
1919
Gradient Investments
Minnesota
$213K +$23.1K +183 +12%
EIG
1920
Ellenbecker Investment Group
Wisconsin
$213K +$505 +4 +0.2%
QPWM
1921
Quadrant Private Wealth Management
Pennsylvania
$212K +$25.5K +202 +14%
FEG
1922
Financial Enhancement Group
Indiana
$212K +$212K +1,697 New
PSP
1923
Pacific Sage Partners
Washington
$212K +$9.71K +77 +5%
FAT
1924
First American Trust
California
$211K -$40K -317 -16%
CP
1925
Castleview Partners
Texas
$211K +$7.06K +57 +3%