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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 %
CW
2151
Curio Wealth
Maryland
$13.9K +$13.9K +110 New
TIM
2152
Thompson Investment Management
Wisconsin
$13.7K
CIAS
2153
CBIZ Investment Advisory Services
Ohio
$13.6K
PSFG
2154
Park Square Financial Group
Georgia
$13.4K +$13.4K +106 New
AWM
2155
AllSquare Wealth Management
New York
$13.1K
GA
2156
GoalVest Advisory
New York
$13K -$8.07K -64 -38%
MWM
2157
Mascoma Wealth Management
New Hampshire
$12.6K -$13.9K -110 -52%
FC
2158
Family CFO
California
$12.6K
IRAG
2159
Investment Research & Advisory Group
Georgia
$12.6K
FA
2160
Fedenia Advisers
Wisconsin
$12.6K +$12.6K +100 New
AFM
2161
Aspetuck Financial Management
Connecticut
$12.6K +$12.6K +100 New
BFS
2162
Burkett Financial Services
South Carolina
$11.5K +$126 +1 +1%
RWM
2163
Ruedi Wealth Management
Illinois
$11.3K
BIA
2164
Bell Investment Advisors
California
$11.2K -$2.77K -22 -20%
VWM
2165
Vermillion Wealth Management
Minnesota
$11K +$11K +87 New
CA
2166
Crewe Advisors
Utah
$10.8K -$15.5K -123 -59%
OW
2167
Olistico Wealth
Oklahoma
$10.8K
GCM
2168
Gables Capital Management
Florida
$10.8K
HIW
2169
Holos Integrated Wealth
Pennsylvania
$10.7K +$10.7K +85 New
GC
2170
Gould Capital
Washington
$10.5K -$18.8K -149 -64%
LFA
2171
Legend Financial Advisors
Pennsylvania
$10.5K +$10.5K +83 New
YP
2172
YANKCOM Partnership
South Dakota
$10.5K +$10.5K +83 New
RWM
2173
Rialto Wealth Management
New York
$10.1K +$10.1K +80 New
HWP
2174
Highline Wealth Partners
California
$10K -$760 -6 -7%
MWA
2175
Moser Wealth Advisors
Washington
$9.96K