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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 %
CWM
1951
CarsonAllaria Wealth Management
Illinois
$196K +$60.7K +481 +45%
SCA
1952
Stuart Chaussee & Associates
California
$194K
MCAI
1953
Members Capital Advisors Inc
Wisconsin
$187K
CWP
1954
Concord Wealth Partners
Virginia
$186K -$695K -5,508 -79%
PA
1955
PSI Advisors
Florida
$184K +$152K +1,207 +485%
SAS
1956
Spurstone Advisory Services
Connecticut
$183K +$183K +1,453 New
SPF
1957
South Plains Financial
Texas
$180K +$180K +1,425 New
SS
1958
SBI Securities
Japan
$177K +$177K +1,407 New
PR
1959
Payden & Rygel
California
$177K
USGIU
1960
U.S. Global Investors (USGI)
Texas
$175K -$13.6K -108 -7%
BIG
1961
Brooklyn Investment Group
New York
$174K -$136K -1,082 -44%
NWWA
1962
New Wave Wealth Advisors
Arkansas
$174K -$31K -246 -15%
ECM
1963
Elgethun Capital Management
South Dakota
$172K +$2.14K +17 +1%
FMTCOCP
1964
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K -$12.6K -100 -7%
ACM
1965
Aster Capital Management
United Arab Emirates
$164K +$116K +920 +242%
MTIC
1966
Missouri Trust & Investment Company
Missouri
$162K
FWA
1967
Flagship Wealth Advisors
Massachusetts
$162K +$162K +1,281 New
LC
1968
Lavaca Capital
Texas
$161K +$161K +1,279 New
MMCM
1969
Murphy & Mullick Capital Management
New York
$160K +$160K +1,265 New
CBT
1970
Crews Bank & Trust
Florida
$159K +$159K +1,263 New
PWS
1971
Peterson Wealth Services
Utah
$159K +$1.39K +11 +0.9%
GJIA
1972
Glass Jacobson Investment Advisors
Maryland
$159K +$631 +5 +0.4%
YDMI
1973
Y.D. More Investments
Israel
$159K +$44.4K +352 +39%
AG
1974
AmeriFlex Group
Nevada
$156K +$156K +1,365 New
HBW
1975
Hazlett, Burt & Watson
West Virginia
$155K +$761 +6 +0.5%