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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 %
JGCM
2126
Joseph Group Capital Management
Ohio
$22.7K
MSWM
2127
Mowery & Schoenfeld Wealth Management
Illinois
$22.3K +$8.32K +66 +59%
HIMS
2128
Hager Investment Management Services
New Hampshire
$22.1K +$22.1K +175 New
PWA
2129
Physician Wealth Advisors
Utah
$21.2K +$21.2K +168 New
KBFS
2130
Kohmann Bosshard Financial Services
Ohio
$21.2K +$21.2K +168 New
HWM
2131
Hemington Wealth Management
Virginia
$21K +$503 +4 +2%
RTL
2132
Red Tortoise LLC
Georgia
$20.4K +$252 +2 +1%
CSWM
2133
Cassady Schiller Wealth Management
Ohio
$19.9K +$3.78K +30 +23%
PWMG
2134
Prestige Wealth Management Group
New Jersey
$19.4K
FDCP
2135
Foster Dykema Cabot & Partners
Massachusetts
$18.9K -$4.54K -36 -19%
LOIP
2136
Live Oak Investment Partners
Texas
$18.9K -$20.5K
CMP
2137
Coston McIsaac & Partners
Maine
$18K +$121 +1 +0.7%
CPG
2138
Cornerstone Planning Group
New Jersey
$18K +$681 +5 +4%
MFG
2139
Mendota Financial Group
Wisconsin
$17.7K -$7.94K -63 -31%
BL
2140
BFSG LLC
California
$17.7K
AT
2141
Avalon Trust
New Mexico
$16.8K
TCG
2142
Transcendent Capital Group
Oklahoma
$16.3K
DFC
2143
DB Fitzpatrick & Co
Idaho
$16.3K
FCT
2144
First Community Trust
Iowa
$16.3K
FFL
2145
Financial Freedom LLC
Ohio
$15.8K
SO
2146
Sierra Ocean
California
$15.3K +$15.3K +121 New
SWC
2147
Spectrum Wealth Counsel
Indiana
$14.9K
CJ
2148
Caitlin John
Michigan
$14.6K
HGERS
2149
Householder Group Estate & Retirement Specialist
Arizona
$14K -$47.6K -377 -77%
HDIM
2150
Hanson & Doremus Investment Management
Vermont
$14K +$124 +1 +0.9%