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United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2001
Pacifica Partners
Canada
$32.3K
CA
2002
Centerpoint Advisors
Massachusetts
$32K +$270 +2 +0.9%
GC
2003
Gould Capital
Washington
$31.6K -$4.64K -34 -13%
CA
2004
Claris Advisors
Missouri
$31.5K +$31.5K +231 New
GWP
2005
Gen-Wealth Partners
Michigan
$31.2K +$2.28K +17 +8%
SC
2006
Stephens Consulting
Michigan
$30.4K -$6.27K -46 -17%
TWD
2007
True Wealth Design
Ohio
$29.2K +$23.3K +171 +398%
WI
2008
Wintrust Investments
Illinois
$29K -$213K -1,591 -88%
HFS
2009
HBC Financial Services
Washington
$29K +$262 +2 +0.9%
MWM
2010
Mascoma Wealth Management
New Hampshire
$28.7K -$7.37K -54 -20%
FRA
2011
Front Row Advisors
California
$28.6K -$1.5K -11 -5%
CA
2012
Crewe Advisors
Utah
$28.5K -$123K -901 -81%
MFG
2013
Mendota Financial Group
Wisconsin
$27.7K -$22.2K -163 -45%
CWM
2014
Cedar Wealth Management
California
$27.5K
SNB
2015
Security National Bank
Nebraska
$27.3K
PSB
2016
Piscataqua Savings Bank
New Hampshire
$27.3K
GWM
2017
Guardian Wealth Management
Illinois
$27.3K +$273 +2 +1%
HB
2018
Horizon Bancorp
Indiana
$26K -$825 -6 -3%
MFT
2019
Moisand Fitzgerald Tamayo
Florida
$25.9K
GWSG
2020
GPS Wealth Strategies Group
Colorado
$25.8K -$269K -1,972 -91%
FDCP
2021
Foster Dykema Cabot & Partners
Massachusetts
$25.4K +$25.4K +186 New
CCM
2022
Chilton Capital Management
Texas
$25K +$5.59K +41 +29%
W
2023
WealthCollab
Washington
$24.7K -$2.73K -20 -10%
JGCM
2024
Joseph Group Capital Management
Ohio
$24.5K
RA
2025
Rational Advisors
New York
$24.1K -$6.14K -45 -20%