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United Parcel Service

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
2001
Leelyn Smith
Illinois
$66K -$1.83K -10 -3%
CIA
2002
Cascade Investment Advisors
Oregon
$64.8K
GLLW
2003
Graves Light Lenhart Wealth
Virginia
$64K
RA
2004
Rise Advisors
New York
$64K +$32.7K +179 +105%
CDIA
2005
Capital Directions Investment Advisors
Georgia
$62K -$12.8K -70 -17%
EARNEST Partners
2006
EARNEST Partners
Georgia
$62K
MBFW
2007
Morton Brown Family Wealth
Pennsylvania
$62K +$7.29K +40 +13%
COCM
2008
Charter Oak Capital Management
New Hampshire
$59K
OA
2009
Operose Advisors
Wisconsin
$58K
CT
2010
Clearstead Trust
Maine
$58K
CNBTD
2011
Citizens National Bank Trust Department
Mississippi
$55K
CPA
2012
Cowen Prime Advisors
New York
$55K
FP
2013
Financial Perspectives
Minnesota
$53.5K
FFC
2014
First Financial Corp
Indiana
$53K -$6.97K -38 -12%
AFS
2015
Annapolis Financial Services
Maryland
$51K +$181 +1 +0.4%
LSA
2016
Lansing Street Advisors
Pennsylvania
$51K +$364 +2 +0.7%
VRM
2017
Vectors Research Management
New York
$51K +$4.55K +25 +10%
SFG
2018
Steward Financial Group
Texas
$51K +$23.8K +131 +87%
HFA
2019
HC Financial Advisors
California
$50K +$11.1K +61 +28%
MRCM
2020
M&R Capital Management
New Jersey
$48K
DI
2021
Disciplined Investments
Oklahoma
$48K +$29.9K +164 +166%
CFN
2022
Cordasco Financial Network
Florida
$47K +$18.9K +104 +67%
DWP
2023
Destiny Wealth Partners
Florida
$45K
TFP
2024
Tilia Fiduciary Partners
North Carolina
$44K +$532 +3 +1%
BWA
2025
BDO Wealth Advisors
Florida
$43K -$12.8K -70 -23%