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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 %
SFA
1926
Semmax Financial Advisors
North Carolina
$83.3K -$2.21M -23,059 -96%
USB
1927
Union Savings Bank
Connecticut
$82.9K +$2.97K +27 +4%
GFPC
1928
Global Financial Private Client
Florida
$80.2K +$3.74K +34 +5%
MA
1929
MCF Advisors
Kentucky
$79.9K -$30.7K -279 -28%
TFA
1930
Toth Financial Advisory
Virginia
$79.9K +$4.4K +40 +6%
GTAM
1931
Global Trust Asset Management
Florida
$79.2K -$190K -1,728 -71%
BCMLT
1932
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.3K -$54.3K -494 -41%
CH
1933
Cromwell Holdings
Wyoming
$71.9K -$148K -1,346 -67%
RPA
1934
Redwood Park Advisors
California
$71.5K -$440 -4 -0.6%
NC
1935
North Capital
Utah
$70.2K +$70.2K +638 New
WTFG
1936
Wood Tarver Financial Group
Idaho
$69.8K
GIM
1937
Generali Investments Management
Slovenia
$69.7K +$47.2K +429 +209%
MTIC
1938
Missouri Trust & Investment Company
Missouri
$65.4K -$75.9K -690 -54%
FPF
1939
First Pacific Financial
Washington
$64.4K +$110 +1 +0.2%
FNWA
1940
Financial Network Wealth Advisors
Utah
$64.4K +$37K +336 +135%
TWD
1941
True Wealth Design
Ohio
$63.4K +$57.5K +523 +969%
SIC
1942
Salem Investment Counselors
North Carolina
$61.8K +$10.2K +93 +20%
SOW
1943
State of Wyoming
Wyoming
$61.4K +$59.9K +545 +4,192%
MSFP
1944
Mark Sheptoff Financial Planning
Connecticut
$60.5K
MCM
1945
MV Capital Management
Maryland
$60.2K +$20.5K +186 +52%
EPAM
1946
Evelyn Partners Asset Management
$60.2K +$60.2K +2,263 New
TFM
1947
TFC Financial Management
Massachusetts
$59.3K -$440 -4 -0.7%
JFA
1948
JNBA Financial Advisors
Minnesota
$59.2K +$9.24K +84 +19%
OP
1949
ORG Partners
Indiana
$57.8K -$313K -2,864 -84%
DF
1950
Dunhill Financial
United Kingdom
$57K -$6.93K -63 -11%