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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 %
WPA
2101
Wealth Preservation Advisors
Tennessee
$7.7K +$7.7K +70 New
CMA
2102
Cedar Mountain Advisors
Oregon
$7.64K
UBP
2103
Union Bancaire Privee
Switzerland
$7.46K
LWA
2104
Lowe Wealth Advisors
Maryland
$7.26K
HWP
2105
Highline Wealth Partners
California
$6.69K -$1.98K -18 -23%
CAM
2106
Costello Asset Management
Pennsylvania
$6.6K -$1.65K -15 -20%
FW
2107
Fairway Wealth
Ohio
$6.49K
1IA
2108
1620 Investment Advisors
Massachusetts
$6.16K
KA
2109
Kozak & Associates
Colorado
$5.89K +$3.93K +40 +200%
PA
2110
Pineridge Advisors
Missouri
$5.65K
CB
2111
Centennial Bank
Arkansas
$5.5K
CFS
2112
CGC Financial Services
Oregon
$5.5K
CWA
2113
Carolina Wealth Advisors
South Carolina
$5.5K
NA
2114
Nordwand Advisors
Pennsylvania
$5.5K
Q1WB
2115
Quest 10 Wealth Builders
Virginia
$5.16K
DWM
2116
Dogwood Wealth Management
Kansas
$5.06K +$5.06K +46 New
AP
2117
Aspect Partners
Virginia
$4.95K -$440 -4 -8%
SRCM
2118
Signature Resources Capital Management
California
$4.95K
HHGA
2119
Halbert Hargrove Global Advisors
California
$4.45K +$4.45K +40 New
ECM
2120
Estabrook Capital Management
New York
$4.4K
SWIM
2121
Smallwood Wealth Investment Management
New Jersey
$4.29K +$4.29K +39 New
CFS
2122
Compass Financial Services
Iowa
$4.23K
TFA
2123
Transamerica Financial Advisors
Florida
$4K
CAWM
2124
Capital A Wealth Management
Pennsylvania
$3.96K
PWA
2125
Provenance Wealth Advisors
Florida
$3.74K