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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 %
KFP
476
Keystone Financial Planning
Ohio
$4.77M
NGA
477
Naples Global Advisors
Florida
$4.76M -$275K -2,724 -5%
MCM
478
Massar Capital Management
Connecticut
$4.76M +$3.76M +37,264 +378%
WA
479
Wambolt & Associates
Colorado
$4.75M -$2.82K -27 -0.1%
CRI
480
Commonwealth Retirement Investments
Virginia
$4.73M +$1.27M +12,582 +37%
TH
481
TCTC Holdings
Texas
$4.73M -$1.86M -18,438 -28%
KRS
482
Kentucky Retirement Systems
Kentucky
$4.72M -$309K -3,062 -6%
ABC
483
Associated Banc-Corp
Wisconsin
$4.71M -$3.35M -33,232 -42%
WC
484
Woodstock Corp
Massachusetts
$4.65M -$67.1K -665 -1%
LIM
485
Lathrop Investment Management
Arkansas
$4.63M -$1.06M -10,531 -19%
S
486
SignatureFD
Georgia
$4.63M +$34.8K +345 +0.8%
MDCM
487
Morgan Dempsey Capital Management
Wisconsin
$4.62M -$43.1K -427 -0.9%
CIAS
488
Capital Investment Advisory Services
North Carolina
$4.6M +$1.2M +11,920 +35%
TC
489
TownSquare Capital
Utah
$4.55M -$8.06M -79,899 -64%
AWM
490
Apollon Wealth Management
South Carolina
$4.51M -$16.5K -163 -0.4%
CA
491
Cornerstone Advisors
North Carolina
$4.48M +$1.24M +12,300 +38%
HIMCH
492
Hartford Investment Management Co (HIMCO)
Connecticut
$4.46M -$46.1K -457 -1%
NEI
493
Northwest & Ethical Investments
Ontario, Canada
$4.43M +$1.72M +17,084 +64%
AIMCA
494
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.41M +$2.55M +25,300 +138%
ACM
495
Altrius Capital Management
North Carolina
$4.41M +$4.41M +43,657 New
SXL
496
Summit X LLC
Missouri
$4.4M +$2.42M +23,943 +122%
AWS
497
Arkfeld Wealth Strategies
Nebraska
$4.38M +$250K +2,477 +6%
VIM
498
Vinva Investment Management
Australia
$4.34M +$734K +7,257 +20%
CAM
499
Columbia Asset Management
Michigan
$4.33M -$109K -1,078 -2%
ASN
500
Advisory Services Network
Georgia
$4.32M +$109K +1,264 +3%