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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
30.09%
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 %
PAM
2001
Paradigm Asset Management
New York
$117K -$2.57M -20,400 -96%
JFGIW
2002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$913K -7,992 -89%
KFI
2003
Key Financial Inc
Pennsylvania
$116K +$2.65K +21 +2%
MG
2004
MilWealth Group
Wisconsin
$116K
DCM
2005
Davis Capital Management
Florida
$113K -$7.57K -60 -6%
MHR
2006
Matthew Hamilton Rosenberg
$111K -$19.5K -155 -15%
C
2007
Covestor
United Kingdom
$111K -$18.3K -145 -14%
PMFA
2008
Plante Moran Financial Advisors
Michigan
$109K -$16.8K -133 -13%
BA
2009
Bellwether Advisors
Nebraska
$107K +$107K +850 New
GPI
2010
General Partner Inc
Pennsylvania
$106K
WIM
2011
Westside Investment Management
California
$105K
OC
2012
Oarsman Capital
Wisconsin
$101K -$8.45K -67 -8%
ETC
2013
Exchange Traded Concepts
Oklahoma
$100K -$990K -7,847 -91%
ACA
2014
American Capital Advisory
Idaho
$97.6K
RS
2015
Rakuten Securities
Japan
$96.7K +$33.4K +265 +53%
WB
2016
Webster Bank
Connecticut
$96.1K -$2.4K -19 -2%
SFCL
2017
Strengthening Families & Communities LLC
Massachusetts
$95K -$1.6M -12,681 -94%
USB
2018
Union Savings Bank
Connecticut
$91.7K -$12.4K -98 -12%
GFPC
2019
Global Financial Private Client
Florida
$87.6K -$6.18K -49 -7%
TFA
2020
Toth Financial Advisory
Virginia
$86.5K -$2.9K -23 -3%
TFIPS
2021
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.5K -$17.7K -140 -17%
RPA
2022
Redwood Park Advisors
California
$82.5K +$82.5K +654 New
LI
2023
LRI Investments
Florida
$81.3K -$22.7K -180 -22%
IWP
2024
IAG Wealth Partners
Wisconsin
$80.7K
WTFG
2025
Wood Tarver Financial Group
Idaho
$80K +$80K +635 New