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United Parcel Service

2,158 hedge funds and large institutions have $70.8B invested in United Parcel Service in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 839 increasing their positions, 923 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-40
Holders Change %
-1.82%
% of All Funds
31.38%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
157
Increased
839
Reduced
923
Closed
158
Calls
$2.34B
Puts
$2.11B
Net Calls
+$226M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
2026
Front Row Advisors
California
$30.2K
GWP
2027
Gen-Wealth Partners
Michigan
$29.6K -$13.7K -100 -32%
OIAM
2028
OFI Invest Asset Management
France
$29.4K +$4.98K +39 +20%
HFS
2029
HBC Financial Services
Washington
$28K +$128 +1 +0.5%
CWM
2030
Cedar Wealth Management
California
$27.6K -$19.4K -142 -41%
TCM
2031
TruNorth Capital Management
Michigan
$27.6K +$27.6K +202 New
W
2032
WealthCollab
Washington
$27.5K
SNB
2033
Security National Bank
Nebraska
$27.4K
PSB
2034
Piscataqua Savings Bank
New Hampshire
$27.4K
EAM
2035
Empirical Asset Management
Massachusetts
$27.1K +$27.1K +11,967 New
VAG
2036
VisionPoint Advisory Group
Texas
$27.1K -$9.44K -69 -26%
GWM
2037
Guardian Wealth Management
Illinois
$27.1K +$410 +3 +2%
HB
2038
Horizon Bancorp
Indiana
$27K -$6.37K -46 -19%
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$26K
JGCM
2040
Joseph Group Capital Management
Ohio
$24.6K
PCMC
2041
Planning Capital Management Corporation
Pennsylvania
$24.5K +$273 +2 +1%
BIC
2042
Beach Investment Counsel
Pennsylvania
$24K +$24K +174 New
WAS
2043
Winch Advisory Services
Wisconsin
$23.3K +$274 +2 +1%
GA
2044
GoalVest Advisory
New York
$22.9K
HGA
2045
Hobbs Group Advisors
South Carolina
$22.3K +$22.3K +163 New
RTL
2046
Red Tortoise LLC
Georgia
$21.6K +$274 +2 +1%
WOSD
2047
WFA of San Diego
California
$21.2K +$21.2K +155 New
PWMG
2048
Prestige Wealth Management Group
New Jersey
$21.1K -$326K -2,385 -94%
FFC
2049
First Financial Corp
Indiana
$21.1K -$4.11K -30 -16%
WWP
2050
WR Wealth Planners
Missouri
$20.6K -$819 -6 -4%