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United Parcel Service

2,071 hedge funds and large institutions have $50B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 859 increasing their positions, 840 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
-100
Holders Change %
-4.61%
% of All Funds
27.77%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.42%
New
163
Increased
859
Reduced
840
Closed
229
Calls
$1.89B
Puts
$1.7B
Net Calls
+$187M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
401
Clark & Stuart Inc
Maine
$6.31M +$348K +3,450 +6%
RRAM
402
River Road Asset Management
Kentucky
$6.3M -$2.41M -28,023 -28%
LDB
403
Lee, Danner & Bass
Tennessee
$6.28M -$39.9K -395 -0.6%
CS
404
Candriam SCA
Luxembourg
$6.28M +$133K +1,317 +2%
SPIA
405
Steward Partners Investment Advisory
New York
$6.27M -$1.02M -10,096 -14%
HLCM
406
Hi-Line Capital Management
South Dakota
$6.21M +$1.7M +16,879 +38%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.21M -$3.43K -34 -0.1%
KCM
408
Kornitzer Capital Management
Kansas
$6.2M -$489K -4,841 -7%
FNBOMD
409
First National Bank of Mount Dora
Florida
$6.18M -$6.97K -69 -0.1%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$6.13M
CWM
411
Congress Wealth Management
Massachusetts
$6.12M +$2.81M +27,855 +85%
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$6.12M -$104K -1,030 -2%
CI
413
CX Institutional
Indiana
$6.07M +$1.73M +17,152 +40%
CAM
414
Cresset Asset Management
Illinois
$6.06M +$198K +1,964 +3%
AF
415
Ally Financial
Michigan
$6.06M
Kovitz Investment Group Partners
416
Kovitz Investment Group Partners
Illinois
$6.03M +$2.29M +22,677 +61%
SIC
417
Sigma Investment Counselors
Michigan
$5.98M
OCM
418
Olstein Capital Management
New York
$5.96M -$1.61M -16,000 -21%
LFAS
419
Level Four Advisory Services
Texas
$5.94M +$195K +1,929 +3%
Verition Fund Management
420
Verition Fund Management
Connecticut
$5.94M -$1.81M -17,927 -23%
GT
421
Glenview Trust
Kentucky
$5.88M +$107K +1,056 +2%
RBC
422
Romano Brothers & Co
Illinois
$5.88M -$166K -1,643 -3%
VFM
423
Viking Fund Management
North Dakota
$5.85M +$101K +1,000 +2%
SCM
424
Shelton Capital Management
Colorado
$5.84M -$447K -4,427 -7%
WB
425
WesBanco Bank
West Virginia
$5.81M -$177K -1,758 -3%