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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 %
AW
1951
Avion Wealth
Texas
$56K
FCAS
1952
First Command Advisory Services
Texas
$55K -$2.2K -20 -4%
ATC
1953
Advantage Trust Company
Kansas
$55K
CJH
1954
Christopher J. Hasenberg
Wisconsin
$55K
IAS
1955
IMA Advisory Services
Colorado
$54.7K +$54.7K +497 New
QC
1956
Quent Capital
New York
$51.5K -$9.78K -89 -16%
FC
1957
Fairscale Capital
New Hampshire
$51.3K
FMB
1958
Field & Main Bank
Kentucky
$51.1K -$65.4K -595 -56%
WF
1959
Wayfinding Financial
Washington
$51K +$51K +465 New
CB
1960
CNB Bank
Pennsylvania
$50.8K -$6.38K -58 -11%
TCM
1961
TruNorth Capital Management
Michigan
$50.8K +$19.5K +177 +62%
BGC
1962
Beutel, Goodman & Co
Ontario, Canada
$49K +$49K +450 New
BHWM
1963
Beaird Harris Wealth Management
Texas
$48.9K
AC
1964
AlphaCore Capital
California
$48.7K +$48.7K +443 New
VWA
1965
VSM Wealth Advisory
Maryland
$48.4K +$110 +1 +0.2%
SC
1966
Swan Capital
Florida
$48.3K
OSNBOA
1967
Old Second National Bank of Aurora
Illinois
$48.2K -$3.41K -31 -7%
OWA
1968
Opal Wealth Advisors
New York
$47.5K +$47.5K +432 New
IIL
1969
Insight Inv LLC
California
$47.1K +$47.1K +20,203 New
CH
1970
Canton Hathaway
Rhode Island
$47K -$11.6K -105 -20%
NECFA
1971
New England Capital Financial Advisors
Connecticut
$46.9K +$44.2K +402 +1,608%
PCFFS
1972
Pacific Center for Financial Services
California
$46.7K -$330 -3 -0.7%
NFSG
1973
Newbridge Financial Services Group
Florida
$46.3K -$20.9K -190 -31%
AEPWM
1974
Atlantic Edge Private Wealth Management
Florida
$45.4K +$549 +5 +1%
AWM
1975
Abound Wealth Management
Tennessee
$45.1K +$14K +127 +45%