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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 %
SRSA
2301
S.R. Schill & Associates
Washington
-$605K -4,441 Closed
ALAM
2302
Asahi Life Asset Management
Japan
-$543K -3,980 Closed
RSA
2303
River Street Advisors
Illinois
-$510K -3,737 Closed
PWP
2304
Phillips Wealth Planners
Mississippi
-$487K -3,584 Closed
FFS
2305
Founders Financial Securities
Maryland
-$434K -3,180 Closed
CIC
2306
Cutler Investment Counsel
Oregon
-$432K -3,168 Closed
EWA
2307
Encompass Wealth Advisors
Oregon
-$427K -3,134 Closed
AGA
2308
Accuvest Global Advisors
Utah
-$599K -3,068 Closed
SPWM
2309
Schrum Private Wealth Management
Florida
-$399K -2,924 Closed
YCG
2310
Yeomans Consulting Group
Georgia
-$382K -2,801 Closed
WBG
2311
Wharton Business Group
Pennsylvania
-$367K -2,695 Closed
PIA
2312
Perennial Investment Advisors
California
-$365K -2,674 Closed
AHL
2313
Abel Hall LLC
Louisiana
-$359K -2,635 Closed
BL
2314
Balentine LLC
Georgia
-$337K -2,472 Closed
CG
2315
Clifford Group
Massachusetts
-$336K -2,463 Closed
SAW
2316
Signal Advisors Wealth
Michigan
-$333K -2,440 Closed
SSG
2317
Summit Securities Group
New York
-$327K -2,400 Closed
DWM
2318
Drive Wealth Management
Utah
-$322K -2,360 Closed
BTWM
2319
Baker Tilly Wealth Management
Wisconsin
-$316K -2,321 Closed
MPM
2320
MBB Public Markets
Illinois
-$294K -2,160 Closed
BMM
2321
Buffington Mohr McNeal
Idaho
-$290K -2,128 Closed
RDWM
2322
Red Door Wealth Management
Tennessee
-$277K -2,035 Closed
MBT
2323
Montecito Bank & Trust
California
-$277K -2,033 Closed
GWA
2324
Gratus Wealth Advisors
Virginia
-$259K -1,977 Closed
SFB
2325
STAR Financial Bank
Indiana
-$266K -1,949 Closed