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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 %
APA
2251
Astoria Portfolio Advisors
New York
-$771K -6,130 Closed
PW
2252
PUREfi Wealth
Massachusetts
-$737K -5,845 Closed
CCIA
2253
Campbell & Co Investment Adviser
Maryland
-$704K -5,586 Closed
CCA
2254
Cypress Capital Advisors
Tennessee
-$695K -5,510 Closed
BWM
2255
Biltmore Wealth Management
Arizona
-$694K -5,507 Closed
DS
2256
DRW Securities
Illinois
-$661K -5,240 Closed
SA
2257
Sovran Advisors
California
-$659K -5,239 Closed
CC
2258
Centiva Capital
New York
-$657K -5,209 Closed
MIM
2259
Morningstar Investment Management
Illinois
-$637K -5,052 Closed
BDWCC
2260
B&D White Capital Company
Texas
-$631K -5,000 Closed
CFM
2261
Catalyst Funds Management
Australia
-$605K -4,800 Closed
VAM
2262
Verity Asset Management
North Carolina
-$572K -4,658 Closed
CC
2263
Constitution Capital
Connecticut
-$548K -4,344 Closed
MAM
2264
MWA Asset Management
Massachusetts
-$546K -4,326 Closed
PWP
2265
Private Wealth Partners
California
-$517K -4,100 Closed
EP
2266
Essential Planning
New Hampshire
-$514K -3,906 Closed
PIM
2267
Profit Investment Management
Maryland
-$474K -3,756 Closed
CVA
2268
Central Valley Advisors
California
-$451K -3,578 Closed
SF
2269
SageOak Financial
Oklahoma
-$444K -3,522 Closed
S
2270
SimplyRich
California
-$408K -3,238 Closed
IC
2271
Iconiq Capital
California
-$403K -3,196 Closed
PPWM
2272
Paragon Private Wealth Management
Kentucky
-$384K -3,047 Closed
MCC
2273
Malaga Cove Capital
California
-$368K -2,922 Closed
DWM
2274
Defined Wealth Management
Oregon
-$365K -2,898 Closed
ARMT
2275
Amica Retiree Medical Trust
Rhode Island
-$358K -2,837 Closed