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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 %
RAM
2251
Riggs Asset Management
Pennsylvania
$1.25K +$1.25K +10 New
PWM
2252
Parkworth Wealth Management
California
$1.01K +$1.01K +8 New
CFG
2253
CKW Financial Group
Hawaii
$1K -$860K -4,301 -100%
WCM
2254
Winthrop Capital Management
Indiana
$1K +$1K +4 New
RWS
2255
Retirement Wealth Solutions
Wisconsin
$863 +$863 +7 New
NL
2256
NVWM LLC
Pennsylvania
$631 -$505 -4 -44%
CTWM
2257
Cherry Tree Wealth Management
Minnesota
$379
KHC
2258
Koesten Hirschmann & Crabtree
Kansas
$308
HNW
2259
High Note Wealth
Minnesota
$252 +$252 +2 New
AWM
2260
Activest Wealth Management
Florida
$252 +$252 +2 New
OLVIG
2261
Oliver Lagore Vanvalin Investment Group
Michigan
$201
TC
2262
TwinBeech Capital
New York
-$52.2M -382,504 Closed
SAM
2263
Scopus Asset Management
New York
-$51.1M -375,000 Closed
KHCM
2264
Kettle Hill Capital Management
New York
-$30.3M -222,030 Closed
DP
2265
DDD Partners
Washington
-$14.9M -108,947 Closed
IG
2266
ING Group
Netherlands
-$13.4M -97,976 Closed
CAM
2267
Congress Asset Management
Massachusetts
-$9.41M -69,047 Closed
HC
2268
Hendley & Co
Ohio
-$6.41M -47,004 Closed
TI
2269
tru Independence
Oregon
-$4.23M -31,035 Closed
IMCOOI
2270
Investment Management Corp of Ontario (IMCO)
Canada
-$3.3M -24,176 Closed
MPM
2271
Meritage Portfolio Management
Kansas
-$3.15M -23,119 Closed
DAS
2272
Dynamic Advisor Solutions
Arizona
-$3.07M -22,522 Closed
DRS
2273
Deane Retirement Strategies
Louisiana
-$2.98M -21,870 Closed
BG
2274
BDF Gestion
France
-$1.82M -21,254 Closed
FTDI
2275
First Trust Direct Indexing
Massachusetts
-$2.79M -20,459 Closed