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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 %
QPWM
2351
Quadrant Private Wealth Management
Pennsylvania
-$212K -1,684 Closed
FAT
2352
First American Trust
California
-$211K -1,675 Closed
FHC
2353
First Heartland Consultants
Missouri
-$210K -1,668 Closed
PFW
2354
Petros Family Wealth
Minnesota
-$210K -1,667 Closed
ACA
2355
Aspire Capital Advisors
Washington
-$208K -1,650 Closed
WIP
2356
WealthCare Investment Partners
Rhode Island
-$204K -1,643 Closed
AL
2357
Aspiriant LLC
California
-$207K -1,641 Closed
FSA
2358
Fort Sheridan Advisors
Illinois
-$206K -1,636 Closed
MIM
2359
MTM Investment Management
South Carolina
-$206K -1,631 Closed
PA
2360
PharVision Advisers
Florida
-$204K -1,614 Closed
CC
2361
Callan Capital
California
-$203K -1,612 Closed
QFA
2362
Quantum Financial Advisors
California
-$203K -1,608 Closed
AWM
2363
Avior Wealth Management
Nebraska
-$203K -1,607 Closed
FFP
2364
FourThought Financial Partners
Florida
-$202K -1,603 Closed
MCM
2365
Mill Capital Management
North Carolina
-$202K -1,600 Closed
CLOS
2366
Compagnie Lombard Odier SCmA
Switzerland
-$202K -1,600 Closed
NLP
2367
Next Level Private
New York
-$202K -1,598 Closed
MWA
2368
MN Wealth Advisors
Kansas
-$200K -1,586 Closed
PR
2369
Payden & Rygel
California
-$177K -1,400 Closed
FWA
2370
Flagship Wealth Advisors
Massachusetts
-$162K -1,281 Closed
FIA
2371
FNY Investment Advisers
New York
-$130K -1,033 Closed
PCWA
2372
Pacific Capital Wealth Advisors
California
-$127K -1,007 Closed
LJHT
2373
Laurie J. Hall Trustee
-$75K -600 Closed
OIAM
2374
OFI Invest Asset Management
France
-$38.1K -313 Closed
SMAM
2375
Sugar Maple Asset Management
Wisconsin
-$37.8K -300 Closed