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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 %
WP
2326
WealthPLAN Partners
Nebraska
-$228K -1,807 Closed
FWTB
2327
First Western Trust Bank
Colorado
-$227K -1,804 Closed
DDC
2328
DF Dent & Co
Maryland
-$227K -1,801 Closed
RS
2329
R Squared
Hong Kong
-$226K -1,796 Closed
RWA
2330
Redhawk Wealth Advisors
Minnesota
-$226K -1,794 Closed
GF
2331
Gimbal Financial
Indiana
-$226K -1,790 Closed
OAM
2332
Oak Asset Management
California
-$225K -1,786 Closed
SFG
2333
Sather Financial Group
Texas
-$224K -1,779 Closed
AG
2334
AlTi Global
New York
-$223K -1,768 Closed
UF
2335
Univest Financial
Pennsylvania
-$223K -1,768 Closed
FWM
2336
Forza Wealth Management
Florida
-$223K -1,767 Closed
SWA
2337
Stratos Wealth Advisors
Ohio
-$222K -1,763 Closed
IF
2338
Integrity Financial
Wyoming
-$221K -1,754 Closed
LIA
2339
LBMC Investment Advisors
Tennessee
-$219K -1,736 Closed
HCM
2340
Hudson Capital Management
New Jersey
-$219K -1,736 Closed
MPW
2341
MA Private Wealth
California
-$218K -1,731 Closed
CF
2342
Convergence Financial
Missouri
-$218K -1,728 Closed
BFO
2343
Boston Family Office
Massachusetts
-$218K -1,725 Closed
RMCM
2344
Reynders McVeigh Capital Management
Massachusetts
-$215K -1,706 Closed
CP
2345
Castleview Partners
Texas
-$211K -1,704 Closed
GLA
2346
Great Lakes Advisors
Illinois
-$215K -1,704 Closed
FM
2347
Foster & Motley
Ohio
-$214K -1,700 Closed
FEG
2348
Financial Enhancement Group
Indiana
-$212K -1,697 Closed
GI
2349
Gradient Investments
Minnesota
-$213K -1,693 Closed
EIG
2350
Ellenbecker Investment Group
Wisconsin
-$213K -1,692 Closed