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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 %
WAG
2001
Wiser Advisor Group
Arizona
$34.5K +$441 +4 +1%
MEG
2002
Millstone Evans Group
Colorado
$34.3K
CWC
2003
Carolinas Wealth Consulting
North Carolina
$34.1K -$3.74K -34 -10%
T
2004
Tidemark
California
$33K +$330 +3 +1%
ETS
2005
ESL Trust Services
New York
$33K
FAM
2006
Flaharty Asset Management
Florida
$33K +$33K +300 New
RF
2007
Rossby Financial
Florida
$32.8K +$32.8K +335 New
SCB
2008
Saudi Central Bank
Saudi Arabia
$31.7K +$31.7K +288 New
MSWA
2009
Marshall & Sterling Wealth Advisors
New York
$31.1K +$3.96K +36 +15%
HWM
2010
Hemington Wealth Management
Virginia
$31K +$12.6K +115 +69%
HFS
2011
Hopwood Financial Services
Virginia
$30.9K +$110 +1 +0.4%
WW
2012
Winnow Wealth
Texas
$30.5K +$988 +9 +3%
MBFW
2013
Morton Brown Family Wealth
Pennsylvania
$30.4K
AT
2014
Arlington Trust
Alabama
$30.2K -$32.4K -295 -52%
IA
2015
IFS Advisors
Kansas
$30.1K +$6.38K +58 +27%
TFGT
2016
TS Financial Group (TSFG)
Illinois
$30K +$110 +1 +0.4%
FCMT
2017
Founders Capital Management (Texas)
Texas
$29.7K
FWM
2018
FSA Wealth Management
Massachusetts
$28.8K
FP
2019
Financial Perspectives
Minnesota
$27.9K -$4.28K -39 -13%
EPIME
2020
Evelyn Partners Investment Management (Europe)
$27.5K +$27.5K +119 New
CNBTD
2021
Citizens National Bank Trust Department
Mississippi
$27.5K +$23.1K +210 +525%
KSB
2022
Kennebec Savings Bank
Maine
$27.2K
GWM
2023
Graybill Wealth Management
Illinois
$26.4K +$26.4K +240 New
RCA
2024
Runnymede Capital Advisors
Ohio
$26.1K
JGIA
2025
Jackson Grant Investment Advisers
Connecticut
$26.1K