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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
APP
476
Avantax Planning Partners
Iowa
$4.79M
RP
477
Rowlandmiller & Partners
Georgia
$4.78M
CIA
478
Concurrent Investment Advisors
Florida
$4.78M
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$4.77M
KFP
480
Keystone Financial Planning
Ohio
$4.77M
NGA
481
Naples Global Advisors
Florida
$4.76M
MCM
482
Massar Capital Management
Connecticut
$4.76M
WA
483
Wambolt & Associates
Colorado
$4.75M
CRI
484
Commonwealth Retirement Investments
Virginia
$4.73M
TH
485
TCTC Holdings
Texas
$4.73M
KRS
486
Kentucky Retirement Systems
Kentucky
$4.72M
ABC
487
Associated Banc-Corp
Wisconsin
$4.71M
WC
488
Woodstock Corp
Massachusetts
$4.65M
LIM
489
Lathrop Investment Management
Arkansas
$4.63M
S
490
SignatureFD
Georgia
$4.63M
MDCM
491
Morgan Dempsey Capital Management
Wisconsin
$4.62M
CIAS
492
Capital Investment Advisory Services
North Carolina
$4.6M
TC
493
TownSquare Capital
Utah
$4.55M
AWM
494
Apollon Wealth Management
South Carolina
$4.51M
CA
495
Cornerstone Advisors
North Carolina
$4.48M
HIMCH
496
Hartford Investment Management Co (HIMCO)
Connecticut
$4.46M
NEI
497
Northwest & Ethical Investments
Ontario, Canada
$4.43M
AIMCA
498
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.41M
ACM
499
Altrius Capital Management
North Carolina
$4.41M
SXL
500
Summit X LLC
Missouri
$4.4M