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United Parcel Service

2,259 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, 777 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
+118
Holders Change %
+5.51%
% of All Funds
30.08%
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
777
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 %
GPFA
2076
Game Plan Financial Advisors
Ohio
$39K -$3.13K -25 -7%
OIAM
2077
OFI Invest Asset Management
France
$38.1K +$38.1K +313 New
SMAM
2078
Sugar Maple Asset Management
Wisconsin
$37.8K +$37.8K +300 New
ETS
2079
ESL Trust Services
New York
$37.8K +$37.8K +300 New
T
2080
Tidemark
California
$37.4K +$20.3K +161 +118%
FP
2081
Financial Perspectives
Minnesota
$37K
GKIM
2082
GW&K Investment Management
Massachusetts
$36K +$3.16K +25 +10%
TCM
2083
TruNorth Capital Management
Michigan
$35.9K -$2.52K -20 -7%
AWM
2084
Abound Wealth Management
Tennessee
$35.7K +$5.18K +41 +17%
HFS
2085
Hopwood Financial Services
Virginia
$35.3K +$35.3K +280 New
MBFW
2086
Morton Brown Family Wealth
Pennsylvania
$34.8K
EAM
2087
Empirical Asset Management
Massachusetts
$34.6K +$268 +93 +0.8%
CCA
2088
Criterion Capital Advisors
Tennessee
$34.6K
WA
2089
Whipplewood Advisors
Colorado
$34.4K +$34.4K +273 New
FCMT
2090
Founders Capital Management (Texas)
Texas
$34K
TFGT
2091
TS Financial Group (TSFG)
Illinois
$34K -$21.2K -169 -38%
WW
2092
Winnow Wealth
Texas
$33.9K +$33.9K +269 New
FWM
2093
FSA Wealth Management
Massachusetts
$33K
T
2094
Transce3nd
Texas
$33K +$33K +262 New
FNWA
2095
Financial Network Wealth Advisors
Utah
$31.4K -$125K -991 -80%
MSWA
2096
Marshall & Sterling Wealth Advisors
New York
$31.1K +$31.1K +247 New
PGAM
2097
Princeton Global Asset Management
New Jersey
$31K
KSB
2098
Kennebec Savings Bank
Maine
$30.9K -$38.1K -305 -55%
CA
2099
Centerpoint Advisors
Massachusetts
$30K +$251 +2 +0.8%
JGIA
2100
Jackson Grant Investment Advisers
Connecticut
$29.9K