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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 %
CT
1926
Coastline Trust
Rhode Island
$211K -$1.01K -8 -0.5%
PBK
1927
Peoples Bank (Kansas)
Kansas
$210K
FHC
1928
First Heartland Consultants
Missouri
$210K +$210K +1,668 New
PFW
1929
Petros Family Wealth
Minnesota
$210K +$210K +1,667 New
ACA
1930
Aspire Capital Advisors
Washington
$208K
AL
1931
Aspiriant LLC
California
$207K -$38.1K -302 -16%
FSA
1932
Fort Sheridan Advisors
Illinois
$206K +$206K +1,636 New
MIM
1933
MTM Investment Management
South Carolina
$206K -$45.5K -361 -18%
AA
1934
Acorns Advisers
California
$205K +$205K +1,629 New
LB
1935
Legacy Bridge
Iowa
$204K
WIP
1936
WealthCare Investment Partners
Rhode Island
$204K +$9.17K +74 +5%
PA
1937
PharVision Advisers
Florida
$204K +$204K +1,614 New
CC
1938
Callan Capital
California
$203K -$47.5K -377 -19%
TIA
1939
Tandem Investment Advisors
South Carolina
$203K -$6.29K -50 -3%
QFA
1940
Quantum Financial Advisors
California
$203K -$22.2K -176 -10%
AWM
1941
Avior Wealth Management
Nebraska
$203K -$105K -830 -34%
FFP
1942
FourThought Financial Partners
Florida
$202K +$202K +1,603 New
AGWCA
1943
Annis Gardner Whiting Capital Advisors
Florida
$202K -$91.7K -727 -31%
MCM
1944
Mill Capital Management
North Carolina
$202K
CLOS
1945
Compagnie Lombard Odier SCmA
Switzerland
$202K +$201K +1,591 +17,678%
NLP
1946
Next Level Private
New York
$202K
MWA
1947
MN Wealth Advisors
Kansas
$200K -$1.77K -14 -0.9%
KA
1948
Kercheville Advisors
Texas
$200K +$6.31K +50 +3%
VC
1949
Vestor Capital
Illinois
$199K +$26.5K +210 +15%
WSCM
1950
Wellington Shields Capital Management
New York
$197K