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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 %
WA
2026
Whipplewood Advisors
Colorado
$25.7K +$5.37K +72 +26%
FDW
2027
Fourth Dimension Wealth
Ohio
$24.7K
SC
2028
Stephens Consulting
Michigan
$24.5K
PPA
2029
Painted Porch Advisors
California
$24.3K +$1.1K +10 +5%
CWM
2030
Consultiva Wealth Management
Puerto Rico
$23.6K
VWA
2031
Valued Wealth Advisors
Utah
$23.6K -$19.8K -180 -46%
FRA
2032
Front Row Advisors
California
$23.1K
SL
2033
Salomon & Ludwin
Virginia
$23.1K
GWM
2034
Guardian Wealth Management
Illinois
$22.6K +$221 +2 +1%
GWP
2035
Gen-Wealth Partners
Michigan
$22.3K -$2.75K -25 -11%
IWM
2036
IMG Wealth Management
Florida
$22K
SNB
2037
Security National Bank
Nebraska
$22K
PSB
2038
Piscataqua Savings Bank
New Hampshire
$22K
SIC
2039
SJS Investment Consulting
Ohio
$22K +$17.4K +158 +376%
OAJ
2040
Ogorek Anthony Joseph
New York
$21K +$21K +197 New
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$20.9K
HIM
2042
Hillsdale Investment Management
Ontario, Canada
$20.9K +$20.9K +190 New
CA
2043
Centerpoint Advisors
Massachusetts
$20K -$6.26K -57 -24%
W
2044
WealthCollab
Washington
$19.9K
RTL
2045
Red Tortoise LLC
Georgia
$19.8K +$1.98K +18 +11%
WBC
2046
West Branch Capital
Massachusetts
$19.8K -$98.3K -894 -83%
PWA
2047
Physician Wealth Advisors
Utah
$19.8K +$1.32K +12 +7%
BIA
2048
Bell Investment Advisors
California
$19.8K +$10K +91 +102%
CPG
2049
Cornerstone Planning Group
New Jersey
$19.6K +$6.81K +70 +53%
CAM
2050
Creekmur Asset Management
Illinois
$19.6K -$100K -912 -84%