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United Parcel Service

2,093 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 868 increasing their positions, 847 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: $54.5B → $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: 164 | Existing positions closed: 232

Holders
2,093
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
SF
401
Synovus Financial
Georgia
$6.38M
VCM
402
Vivaldi Capital Management
Illinois
$6.38M
SFWA
403
Summit Financial Wealth Advisors
Louisiana
$6.34M
EIP
404
Easterly Investment Partners
Massachusetts
$6.32M
HAI
405
Hennessy Advisors Inc
California
$6.32M
CSI
406
Clark & Stuart Inc
Maine
$6.31M
RRAM
407
River Road Asset Management
Kentucky
$6.3M
LDB
408
Lee, Danner & Bass
Tennessee
$6.28M
CS
409
Candriam SCA
Luxembourg
$6.28M
SPIA
410
Steward Partners Investment Advisory
New York
$6.27M
HLCM
411
Hi-Line Capital Management
South Dakota
$6.21M
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.21M
KCM
413
Kornitzer Capital Management
Kansas
$6.2M
FNBOMD
414
First National Bank of Mount Dora
Florida
$6.18M
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$6.13M
CWM
416
Congress Wealth Management
Massachusetts
$6.12M
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$6.12M
CI
418
CX Institutional
Indiana
$6.07M
AF
419
Ally Financial
Michigan
$6.06M
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$6.03M
SIC
421
Sigma Investment Counselors
Michigan
$5.98M
OCM
422
Olstein Capital Management
New York
$5.96M
LFAS
423
Level Four Advisory Services
Texas
$5.94M
Verition Fund Management
424
Verition Fund Management
Connecticut
$5.94M
GT
425
Glenview Trust
Kentucky
$5.88M