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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 %
BWP
2376
Baldwin Wealth Partners
Massachusetts
-$74.6K -547 Closed
PH
2377
Pinnacle Holdings
Oklahoma
-$72.5K -532 Closed
ATS
2378
Ashton Thomas Securities
New York
-$70.4K -516 Closed
IAS
2379
IMA Advisory Services
Colorado
-$67.8K -497 Closed
VAMG
2380
Voisard Asset Management Group
Michigan
-$63K -462 Closed
CPA
2381
Capital Performance Advisors
California
-$53.6K -393 Closed
PS
2382
Planned Solutions
California
-$50.4K -370 Closed
DWS
2383
Dynamic Wealth Strategies
California
-$47K -343 Closed
FAM
2384
Flaharty Asset Management
Florida
-$40.9K -300 Closed
UCI
2385
Uncommon Cents Investing
Wisconsin
-$32.4K -238 Closed
CA
2386
Claris Advisors
Missouri
-$31.5K -231 Closed
WI
2387
Wintrust Investments
Illinois
-$29K -217 Closed
CWM
2388
Cedar Wealth Management
California
-$27.5K -202 Closed
RA
2389
Rational Advisors
New York
-$24.1K -177 Closed
BIC
2390
Beach Investment Counsel
Pennsylvania
-$24K -174 Closed
HGA
2391
Hobbs Group Advisors
South Carolina
-$22.2K -163 Closed
NFA
2392
Northwest Financial Advisors
Virginia
-$17.8K -130 Closed
PWM
2393
Partnership Wealth Management
Maryland
-$12.5K -92 Closed
DSC
2394
Duncker Streett & Co
Missouri
-$11.3K -83 Closed
PW
2395
Paladin Wealth
Minnesota
-$9.82K -72 Closed
MWA
2396
MFA Wealth Advisors
Pennsylvania
-$7.66K -56 Closed
RWM
2397
Reston Wealth Management
Virginia
-$6.95K -51 Closed
WFA
2398
Wells Financial Advisors
Massachusetts
-$6.41K -47 Closed
CPA
2399
Clear Point Advisors
New York
-$6.21K -46 Closed
HI
2400
Hoey Investments
Pennsylvania
-$6.16K -45 Closed