UPS icon

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 %
BAG
2276
Bridgewealth Advisory Group
California
-$324K -2,800 Closed
HFS
2277
Haverford Financial Services
Pennsylvania
-$350K -2,777 Closed
ECM
2278
ExodusPoint Capital Management
New York
-$336K -2,662 Closed
SP
2279
Stonebrook Private
Michigan
-$331K -2,623 Closed
TAM
2280
Titleist Asset Management
Texas
-$330K -2,618 Closed
CWI
2281
Conscious Wealth Investments
Florida
-$326K -2,516 Closed
WQ
2282
Wealth Quarterback
New Jersey
-$305K -2,418 Closed
WMA
2283
Wealth Management Associates
New Jersey
-$302K -2,395 Closed
GWANC
2284
Guardian Wealth Advisors (North Carolina)
North Carolina
-$285K -2,261 Closed
ACM
2285
Alta Capital Management
Utah
-$283K -2,246 Closed
WFI
2286
West Family Investments
California
-$280K -2,224 Closed
IAS
2287
Investment Advisory Services
Texas
-$278K -2,204 Closed
SFP
2288
Sterling Financial Planning
New Jersey
-$278K -2,203 Closed
CCG
2289
Catalina Capital Group
California
-$276K -2,192 Closed
LIA
2290
Lynx Investment Advisory
District of Columbia
-$276K -2,192 Closed
BIP
2291
Blueprint Investment Partners
North Carolina
-$275K -2,183 Closed
OWP
2292
Obermeyer Wealth Partners
Colorado
-$271K -2,149 Closed
HP
2293
Holistic Planning
Texas
-$264K -2,097 Closed
JSL
2294
JT Stratford LLC
Georgia
-$264K -2,097 Closed
LTI
2295
Laffer Tengler Investments
Tennessee
-$261K -2,066 Closed
HI
2296
Human Investing
Oregon
-$257K -2,039 Closed
EHWM
2297
Eads & Heald Wealth Management
Georgia
-$257K -2,035 Closed
MCM
2298
Monument Capital Management
Virginia
-$256K -2,033 Closed
MWA
2299
Meridian Wealth Advisors
Texas
-$256K -2,029 Closed
EFG
2300
Embree Financial Group
Illinois
-$255K -2,023 Closed