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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 %
CM
1901
Capula Management
Cayman Islands
$116K +$116K +1,057 New
BAM
1902
Bellevue Asset Management
Washington
$116K +$330 +3 +0.3%
CWP
1903
Concord Wealth Partners
Virginia
$114K -$48K -436 -30%
AF
1904
Aviso Financial
Ontario, Canada
$112K
FDP
1905
Financiere des Professionnels
Quebec, Canada
$110K -$22K -200 -17%
C
1906
Covestor
United Kingdom
$107K +$10.6K +97 +11%
TF
1907
Tompkins Financial
New York
$104K +$2.09K +19 +2%
PAM
1908
Paradigm Asset Management
New York
$102K
KFI
1909
Key Financial Inc
Pennsylvania
$101K
MG
1910
MilWealth Group
Wisconsin
$101K
DCM
1911
Davis Capital Management
Florida
$99K
MHR
1912
Matthew Hamilton Rosenberg
$97.1K
VNA
1913
Valley National Advisers
Pennsylvania
$97K -$364K -3,310 -79%
BA
1914
Bellwether Advisors
Nebraska
$93.5K
BI
1915
Binnacle Investments
Iowa
$93.3K +$93.3K +848 New
MIM
1916
Marshall Investment Management
Colorado
$92.8K -$3.52K -32 -4%
GPI
1917
General Partner Inc
Pennsylvania
$92.6K
ADL
1918
Asset Dedication LLC
California
$92.4K -$11K -100 -11%
SFCL
1919
Strengthening Families & Communities LLC
Massachusetts
$92K -$11.1K -81 -11%
WIM
1920
Westside Investment Management
California
$92K
LI
1921
LRI Investments
Florida
$91.7K +$20.8K +189 +29%
TFIPS
1922
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.2K +$16.5K +150 +22%
ACA
1923
American Capital Advisory
Idaho
$88.7K +$3.52K +32 +4%
PMFA
1924
Plante Moran Financial Advisors
Michigan
$88K -$7.37K -67 -8%
WB
1925
Webster Bank
Connecticut
$83.8K