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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 %
TIM
2076
Thompson Investment Management
Wisconsin
$12K
HWM
2077
HighMark Wealth Management
Minnesota
$11.5K +$3.09K +28 +37%
AWM
2078
AllSquare Wealth Management
New York
$11.4K
GA
2079
GoalVest Advisory
New York
$11.3K
FC
2080
Family CFO
California
$11K
MWM
2081
Mascoma Wealth Management
New Hampshire
$11K
IRAG
2082
Investment Research & Advisory Group
Georgia
$11K
HH
2083
HWG Holdings
Texas
$11K +$11K +100 New
HFS
2084
Hughes Financial Services
Virginia
$10.8K +$10.8K +99 New
BFS
2085
Burkett Financial Services
South Carolina
$10.2K +$110 +1 +1%
EF
2086
Elite Financial
Idaho
$10K +$10K +100 New
RWM
2087
Ruedi Wealth Management
Illinois
$9.9K
HFS
2088
Horizon Financial Services
North Carolina
$9.9K +$9.9K +90 New
VWM
2089
Vermillion Wealth Management
Minnesota
$9.57K
CVM
2090
Cheviot Value Management
California
$9.56K +$9.56K +100 New
CA
2091
Crewe Advisors
Utah
$9.46K
OW
2092
Olistico Wealth
Oklahoma
$9.46K
GCM
2093
Gables Capital Management
Florida
$9.46K
YP
2094
YANKCOM Partnership
South Dakota
$9.13K
GC
2095
Gould Capital
Washington
$9.13K
PWM
2096
Proathlete Wealth Management
Florida
$8.36K +$8.36K +76 New
EAM
2097
Eukles Asset Management
Ohio
$8.03K
EA
2098
Evolution Advisers
Virginia
$8K
EWP
2099
Elevation Wealth Partners
California
$7.7K
IHWM
2100
Iron Horse Wealth Management
Iowa
$7.7K +$1.1K +10 +17%