UPS icon

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 %
NOI
2126
Newton One Investments
Delaware
$3.49K +$109 +1 +3%
BFPW
2127
BOK Financial Private Wealth
Colorado
$3.41K +$1.32K +12 +63%
ACA
2128
Atlas Capital Advisors
Wyoming
$3.41K
PGAM
2129
Princeton Global Asset Management
New Jersey
$3.3K -$23.8K -216 -88%
AWM
2130
Activest Wealth Management
Florida
$3.29K +$3.07K +28 +1,400%
MSG
2131
Main Street Group
Virginia
$3.28K +$1.53K +14 +88%
LRWM
2132
Lord & Richards Wealth Management
Colorado
$3.19K +$3.19K +29 New
MAM
2133
Marquette Asset Management
Minnesota
$3.08K
HCMG
2134
Howard Capital Management Group
California
$3.08K
CWM
2135
Cranbrook Wealth Management
Michigan
$3.08K +$3.08K +28 New
FCG
2136
Financial Connections Group
California
$3K
TIM
2137
Tortoise Investment Management
New York
$2.86K
APW
2138
Atlantic Private Wealth
North Carolina
$2.84K +$109 +1 +4%
MLA
2139
MB, Levis & Associates
Pennsylvania
$2.75K
TCA
2140
Trifecta Capital Advisors
Illinois
$2.75K
PPWM
2141
PFG Private Wealth Management
Florida
$2.64K -$220 -2 -8%
PS
2142
PayPay Securities
Japan
$2.53K +$330 +3 +15%
HIW
2143
Holos Integrated Wealth
Pennsylvania
$2.42K -$6.93K -63 -74%
SIM
2144
Synergy Investment Management
Florida
$2.42K
RWS
2145
Retirement Wealth Solutions
Wisconsin
$2.42K +$1.65K +15 +214%
PWA
2146
Principia Wealth Advisory
Texas
$2.39K +$399 +4 +20%
IMC
2147
Investment Management Corporation
Virginia
$2.31K
BCPWM
2148
Bradley & Co Private Wealth Management
Florida
$2.31K
AP
2149
Atwood & Palmer
Missouri
$2.2K
FGAM
2150
Financial Gravity Asset Management
Texas
$2.2K +$2.2K +20 New