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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 %
NL
2151
NVWM LLC
Pennsylvania
$2.09K +$1.54K +14 +280%
1NWS
2152
1 North Wealth Services
Maryland
$2.09K +$2.09K +19 New
HC
2153
Hara Capital
Washington
$1.98K -$1.98K -18 -50%
BFS
2154
Bare Financial Services
Pennsylvania
$1.98K +$1.98K +18 New
GWSA
2155
Global Wealth Strategies & Associates
Colorado
$1.87K
BHWM
2156
Bay Harbor Wealth Management
Maryland
$1.76K +$1.76K +16 New
RJA
2157
Ross\Johnson & Associates
Minnesota
$1.43K
GPFA
2158
Game Plan Financial Advisors
Ohio
$1.21K -$33K -300 -96%
DCBT
2159
Dakota Community Bank & Trust
North Dakota
$1.1K
OCM
2160
Osterweis Capital Management
California
$1.1K +$1.1K +10 New
CFG
2161
CKW Financial Group
Hawaii
$1K
BWM
2162
Bernard Wealth Management
Michigan
$770 +$770 +7 New
RAM
2163
Riggs Asset Management
Pennsylvania
$660 -$440 -4 -40%
NWM
2164
Nova Wealth Management
Florida
$660 +$660 +6 New
ACM
2165
Anfield Capital Management
California
$550 -$550 -5 -50%
PWM
2166
Parkworth Wealth Management
California
$550 -$330 -3 -38%
CIAM
2167
Caitong International Asset Management
Hong Kong
$550 +$550 +5 New
HIA
2168
HFM Investment Advisors
New Jersey
$550 +$550 +5 New
CTWM
2169
Cherry Tree Wealth Management
Minnesota
$330
BMC
2170
Bear Mountain Capital
Washington
$294 +$294 +3 New
KHC
2171
Koesten Hirschmann & Crabtree
Kansas
$273
Norges Bank
2172
Norges Bank
Norway
-$1.08B -8,528,097 Closed
Capital International Investors
2173
Capital International Investors
California
-$152M -1,203,549 Closed
Baillie Gifford & Co
2174
Baillie Gifford & Co
United Kingdom
-$74.9M -593,605 Closed
Impax Asset Management Group
2175
Impax Asset Management Group
United Kingdom
-$38.8M -307,757 Closed