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United Parcel Service

2,198 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 979 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.86%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
979
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
2001
IAG Wealth Partners
Wisconsin
$130K +$34.8K +234 +37%
WIM
2002
Westside Investment Management
California
$127K -$9.07K -61 -7%
TFA
2003
Toth Financial Advisory
Virginia
$127K -$2.08K -14 -2%
MA
2004
MCF Advisors
Kentucky
$126K +$4.46K +30 +4%
FPF
2005
First Pacific Financial
Washington
$125K +$595 +4 +0.5%
GPI
2006
General Partner Inc
Pennsylvania
$125K +$32.6K +219 +35%
N
2007
Natixis
France
$121K +$121K +817 New
Optiver Holding
2008
Optiver Holding
Netherlands
$118K +$118K +794 New
WB
2009
Webster Bank
Connecticut
$117K +$743 +5 +0.6%
MIA
2010
MeadowBrook Investment Advisors
Michigan
$114K -$5.95K -40 -5%
BWM
2011
BKM Wealth Management
Wisconsin
$113K +$20.1K +135 +22%
FCAS
2012
First Command Advisory Services
Texas
$112K +$15.3K +103 +16%
FFWM
2013
Future Financial Wealth Management
Ohio
$111K +$111K +745 New
UOTTAIMCU
2014
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$110K +$110K +737 New
MAWCM
2015
Mine & Arao Wealth Creation & Management
California
$106K +$1.04K +7 +1%
OA
2016
Operose Advisors
Wisconsin
$101K +$5.5K +37 +6%
JWM
2017
Janiczek Wealth Management
Colorado
$101K -$4.61K -31 -4%
BWP
2018
Baldwin Wealth Partners
Massachusetts
$100K +$3.72K +25 +4%
RA
2019
Rational Advisors
New York
$99.4K -$19.2K -129 -16%
EBA
2020
Eagle Bay Advisors
New York
$98.5K -$4.16K -28 -4%
GFPC
2021
Global Financial Private Client
Florida
$97.6K -$36.6K -248 -27%
MMG
2022
Monetary Management Group
Missouri
$96K -$5.2K -35 -5%
WIA
2023
Wetzel Investment Advisors
Indiana
$92.4K +$13.6K +95 +17%
AT
2024
Avalon Trust
New Mexico
$89.6K
PH
2025
Pinnacle Holdings
Oklahoma
$88.4K -$39.8K -268 -31%