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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 %
HWM
2176
HighMark Wealth Management
Minnesota
$9.62K +$2.79K +22 +41%
CAM
2177
Costello Asset Management
Pennsylvania
$9.46K
EAM
2178
Eukles Asset Management
Ohio
$9.21K
EA
2179
Evolution Advisers
Virginia
$9K
EWP
2180
Elevation Wealth Partners
California
$8.83K +$8.83K +70 New
CMA
2181
Cedar Mountain Advisors
Oregon
$8.66K +$125 +1 +1%
UBP
2182
Union Bancaire Privee
Switzerland
$8.52K +$8.52K +68 New
FWA
2183
FSC Wealth Advisors
New York
$8.42K -$503 -4 -6%
LWA
2184
Lowe Wealth Advisors
Maryland
$8.32K +$5.17K +41 +164%
IHWM
2185
Iron Horse Wealth Management
Iowa
$7.57K +$1.14K +9 +18%
PIS
2186
POM Investment Strategies
North Carolina
$7.44K +$7.44K +59 New
FW
2187
Fairway Wealth
Ohio
$7.44K +$7.44K +59 New
1IA
2188
1620 Investment Advisors
Massachusetts
$7.06K +$2.77K +22 +65%
TWD
2189
True Wealth Design
Ohio
$6.75K -$20K -160 -75%
CCMI
2190
Creative Capital Management Investments
California
$6.56K +$6.31K +50 +2,500%
PA
2191
Pineridge Advisors
Missouri
$6.39K +$125 +1 +2%
RDFA
2192
Ritter Daniher Financial Advisory
Ohio
$6.31K -$6.31K -50 -50%
CFS
2193
CGC Financial Services
Oregon
$6.31K
CWA
2194
Carolina Wealth Advisors
South Carolina
$6.31K
CB
2195
Centennial Bank
Arkansas
$6.31K
NA
2196
Nordwand Advisors
Pennsylvania
$6.31K
AP
2197
Aspect Partners
Virginia
$6.18K +$378 +3 +7%
WWA
2198
Wingate Wealth Advisors
Massachusetts
$6.05K +$6.05K +48 New
Q1WB
2199
Quest 10 Wealth Builders
Virginia
$5.91K +$5.91K +47 New
SRCM
2200
Signature Resources Capital Management
California
$5.67K