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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 %
HIMS
2051
Hager Investment Management Services
New Hampshire
$19.2K
RWM
2052
Rialto Wealth Management
New York
$17.2K +$8.36K +76 +95%
PWMG
2053
Prestige Wealth Management Group
New Jersey
$16.9K
AF
2054
Abound Financial
California
$16.9K +$16.9K +154 New
AWM
2055
Atticus Wealth Management
Florida
$16.8K -$38.3K -349 -70%
FDCP
2056
Foster Dykema Cabot & Partners
Massachusetts
$16.5K
AFS
2057
Anderson Financial Strategies
Ohio
$16.5K +$16.5K +150 New
PWMG
2058
Private Wealth Management Group
New Jersey
$16.3K +$13.5K +123 +492%
PP
2059
PrairieView Partners
Minnesota
$16K -$28.8K -270 -64%
CMP
2060
Coston McIsaac & Partners
Maine
$16K +$107 +1 +0.7%
BWAM
2061
Boyd Watterson Asset Management
Ohio
$15.9K -$557K -5,065 -97%
GWSG
2062
GPS Wealth Strategies Group
Colorado
$15.7K -$4.73K -43 -23%
BL
2063
BFSG LLC
California
$15.4K
AT
2064
Avalon Trust
New Mexico
$15K +$220 +2 +1%
PSFG
2065
Park Square Financial Group
Georgia
$14.6K +$2.97K +27 +25%
EPIMS
2066
Evelyn Partners Investment Management Services
$14.2K +$14.2K +400 New
T
2067
Transce3nd
Texas
$14.2K -$14.6K -133 -51%
DFC
2068
DB Fitzpatrick & Co
Idaho
$14.2K
FCT
2069
First Community Trust
Iowa
$14.2K
VBA
2070
von Borstel & Associates
Oregon
$14K +$14K +128 New
CW
2071
Curio Wealth
Maryland
$13.9K -$1.51M -109 -99%
FFL
2072
Financial Freedom LLC
Ohio
$13.7K
SWC
2073
Spectrum Wealth Counsel
Indiana
$12.5K -$552 -5 -4%
CIAS
2074
CBIZ Investment Advisory Services
Ohio
$12.4K +$550 +5 +5%
SO
2075
Sierra Ocean
California
$12.2K -$1.1K -10 -8%