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United Parcel Service

2,089 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 865 increasing their positions, 845 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $54.4B → $50.3B (-$4.15B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

29% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 232

Holders
2,089
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.89B
Puts
$1.7B
Net Calls
Net Calls Change

Top Buyers

1 +$679M
2 +$249M
3 +$205M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Invesco
Invesco
Georgia
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
401
Summit Financial Wealth Advisors
Louisiana
$6.34M
EIP
402
Easterly Investment Partners
Massachusetts
$6.32M
HAI
403
Hennessy Advisors Inc
California
$6.32M
CSI
404
Clark & Stuart Inc
Maine
$6.31M
RRAM
405
River Road Asset Management
Kentucky
$6.3M
LDB
406
Lee, Danner & Bass
Tennessee
$6.28M
CS
407
Candriam SCA
Luxembourg
$6.28M
SPIA
408
Steward Partners Investment Advisory
New York
$6.27M
HLCM
409
Hi-Line Capital Management
South Dakota
$6.21M
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.21M
KCM
411
Kornitzer Capital Management
Kansas
$6.2M
FNBOMD
412
First National Bank of Mount Dora
Florida
$6.18M
BMSSC
413
B. Metzler seel. Sohn & Co
Germany
$6.13M
CWM
414
Congress Wealth Management
Massachusetts
$6.12M
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$6.12M
CI
416
CX Institutional
Indiana
$6.07M
CAM
417
Cresset Asset Management
Illinois
$6.06M
AF
418
Ally Financial
Michigan
$6.06M
Kovitz Investment Group Partners
419
Kovitz Investment Group Partners
Illinois
$6.03M
SIC
420
Sigma Investment Counselors
Michigan
$5.98M
OCM
421
Olstein Capital Management
New York
$5.96M
LFAS
422
Level Four Advisory Services
Texas
$5.94M
Verition Fund Management
423
Verition Fund Management
Connecticut
$5.94M
GT
424
Glenview Trust
Kentucky
$5.88M
RBC
425
Romano Brothers & Co
Illinois
$5.88M