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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 %
EWA
2301
ERTS Wealth Advisors
Michigan
-$255K -2,021 Closed
CCM
2302
Chaney Capital Management
Washington
-$255K -2,020 Closed
JJBC
2303
James J. Burns & Company
New York
-$253K -2,006 Closed
QOP
2304
Quinn Opportunity Partners
Virginia
-$252K -2,000 Closed
AFT
2305
Alpha Family Trust
California
-$252K -1,995 Closed
PWP
2306
Pursue Wealth Partners
California
-$251K -1,988 Closed
RCM
2307
RB Capital Management
Nevada
-$249K -1,975 Closed
BMC
2308
Beaton Management Company
Massachusetts
-$249K -1,974 Closed
HT
2309
Headlands Technologies
Illinois
-$248K -1,968 Closed
PPH
2310
Pure Portfolios Holdings
Oregon
-$248K -1,963 Closed
PWM
2311
Paulson Wealth Management
Illinois
-$245K -1,945 Closed
LA
2312
Latitude Advisors
Florida
-$245K -1,940 Closed
BIAS
2313
Beacon Investment Advisory Services
New Jersey
-$242K -1,918 Closed
WFS
2314
Walker Financial Services
Kentucky
-$272K -1,910 Closed
WP
2315
WMS Partners
Maryland
-$239K -1,896 Closed
BWM
2316
BankPlus Wealth Management
Mississippi
-$237K -1,878 Closed
HS
2317
Horan Securities
United States
-$235K -1,864 Closed
VPP
2318
Vertex Planning Partners
Illinois
-$234K -1,858 Closed
RWI
2319
Red Wave Investments
Pennsylvania
-$234K -1,854 Closed
VC
2320
Veracity Capital
Georgia
-$234K -1,854 Closed
RC
2321
Rahlfs Capital
Texas
-$233K -1,850 Closed
AWA
2322
AGH Wealth Advisors
Kansas
-$233K -1,849 Closed
HP
2323
Haven Private
Florida
-$232K -1,836 Closed
SCM
2324
Spring Capital Management
Texas
-$229K -1,816 Closed
BCM
2325
Buckhead Capital Management
Georgia
-$228K -1,812 Closed