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United Parcel Service

2,140 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 814 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,140
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.96%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
814
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
WFI
2251
West Family Investments
California
-$213K -1,554 Closed
FSA
2252
Fort Sheridan Advisors
Illinois
-$207K -1,515 Closed
FWCM
2253
Ferguson Wellman Capital Management
Oregon
-$206K -1,505 Closed
MKC
2254
M. Kraus & Co
Vermont
-$203K -1,482 Closed
HI
2255
Hudock Inc
Pennsylvania
-$202K -1,477 Closed
LAM
2256
LifePro Asset Management
California
-$201K -1,471 Closed
RWP
2257
Ridgecrest Wealth Partners
California
-$200K -1,463 Closed
CB
2258
Chris Bulman
California
-$142K -1,041 Closed
RFG
2259
RFP Financial Group
Georgia
-$123K -902 Closed
CP
2260
Camelot Portfolios
Ohio
-$109K -800 Closed
RWMG
2261
Redwood Wealth Management Group
New Jersey
-$109K -798 Closed
NFSG
2262
Newbridge Financial Services Group
Florida
-$102K -745 Closed
TFF
2263
The Family Firm
Maryland
-$99.9K -730 Closed
RFA
2264
Register Financial Advisors
Georgia
-$81.7K -597 Closed
GLR
2265
Great Lakes Retirement
Ohio
-$80.9K -591 Closed
WIA
2266
Wetzel Investment Advisors
Indiana
-$82K -552 Closed
QL
2267
Quarry LP
New York
-$73.5K -537 Closed
TSWM
2268
Tyler-Stone Wealth Management
Ohio
-$61K -446 Closed
MIM
2269
Macroview Investment Management
Maryland
-$52.6K -384 Closed
OWA
2270
Opal Wealth Advisors
New York
-$50.6K -370 Closed
KFS
2271
Kelly Financial Services
Massachusetts
-$32.6K -238 Closed
LFA
2272
Legend Financial Advisors
Pennsylvania
-$16.6K -121 Closed
FFA
2273
Fairfield Financial Advisors
Massachusetts
-$16.4K -120 Closed
TWP
2274
Triad Wealth Partners
Kansas
-$15.2K -111 Closed
HH
2275
HWG Holdings
Texas
-$13.7K -100 Closed