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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 %
AW
2051
Avion Wealth
Texas
$56K +$51.5K +415 +1,153%
BWL
2052
Bogart Wealth LLC
Virginia
$55.6K -$883 -7 -2%
SC
2053
Swan Capital
Florida
$55.4K
VWA
2054
VSM Wealth Advisory
Maryland
$55.3K +$55.3K +439 New
PCFFS
2055
Pacific Center for Financial Services
California
$54K
PP
2056
PrairieView Partners
Minnesota
$52K +$33.4K +270 +180%
AEPWM
2057
Atlantic Edge Private Wealth Management
Florida
$51.5K +$38.9K +308 +308%
EIM
2058
Essex Investment Management
Massachusetts
$50.9K
RAM
2059
Ramirez Asset Management
New York
$50.4K
VWA
2060
Valued Wealth Advisors
Utah
$49.7K +$6.94K +55 +16%
AA
2061
Addison Advisors
Vermont
$49.3K -$113K -899 -70%
HNB
2062
Hilltop National Bank
Wyoming
$48.3K -$7.57K -60 -14%
STB
2063
S&T Bank
Pennsylvania
$46.7K +$46.7K +370 New
WWM
2064
Wolff Wiese Magana
California
$46.2K -$4.67K -37 -9%
MCM
2065
MV Capital Management
Maryland
$45.5K -$29.4K -233 -39%
RCM
2066
Richardson Capital Management
Wisconsin
$44.1K +$44.1K +350 New
RFG
2067
REAP Financial Group
Texas
$43.9K +$9.59K +76 +28%
CWC
2068
Carolinas Wealth Consulting
North Carolina
$43.3K -$1.51K -12 -3%
PP
2069
Pingora Partners
Wyoming
$42.2K
NCM
2070
Northwest Capital Management
Oregon
$41.5K +$126 +1 +0.3%
GK
2071
Graney & King
New York
$40.9K +$40.9K +324 New
WAS
2072
Winch Advisory Services
Wisconsin
$40.6K +$20.2K +160 +99%
BCM
2073
Blume Capital Management
California
$40.4K
OA
2074
Operose Advisors
Wisconsin
$40.1K -$31.4K -249 -44%
MEG
2075
Millstone Evans Group
Colorado
$39.3K +$39.3K +312 New