UPS icon

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
27.76%
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 %
BRM
501
Boston Research & Management
Massachusetts
$4.3M +$298K +2,953 +7%
PAA
502
Peregrine Asset Advisers
Oregon
$4.29M +$4.29M +42,451 New
MPI
503
Mairs & Power Inc
Minnesota
$4.27M -$621K -6,155 -13%
AWAG
504
ARS Wealth Advisors Group
Florida
$4.27M +$364K +3,607 +9%
HCMT
505
Highland Capital Management (Tennessee)
Tennessee
$4.26M +$2.21M +21,940 +108%
SIA
506
Soltis Investment Advisors
Utah
$4.23M +$489K +4,841 +13%
IAA
507
Independent Advisor Alliance
North Carolina
$4.23M +$255K +2,530 +6%
NB
508
Norinchukin Bank
Japan
$4.22M +$222K +2,204 +6%
RMC
509
Resources Management Corp
Connecticut
$4.22M -$772K -7,649 -15%
IWM
510
Iams Wealth Management
Nebraska
$4.21M +$78.4K +777 +2%
GC
511
Gilbert & Cook
Iowa
$4.16M +$182K +1,801 +5%
MPAM
512
Murphy Pohlad Asset Management
Minnesota
$4.15M +$198K +1,965 +5%
WW
513
Waterfront Wealth
Kansas
$4.15M +$1.01K +10 +0%
BIG
514
Builder Investment Group
Georgia
$4.14M -$39.3K -389 -0.9%
MCM
515
MAI Capital Management
Ohio
$4.13M -$1.06M -10,513 -20%
FNT
516
First National Trust
Pennsylvania
$4.09M -$24.3K -241 -0.6%
BCCM
517
Bridge Creek Capital Management
Massachusetts
$4.09M +$353K +3,494 +9%
BCM
518
Bayesian Capital Management
New York
$4.09M +$4.09M +40,476 New
HWM
519
HB Wealth Management
Georgia
$4.08M -$270K -2,678 -6%
PRS
520
Pinkerton Retirement Specialists
Idaho
$4.08M +$557K +5,517 +16%
GIA
521
Guyasuta Investment Advisors
Pennsylvania
$4.08M -$346K -3,429 -8%
EFIC
522
Eliot Finkel Investment Counsel
California
$4.04M -$57K -565 -1%
BEI
523
Benjamin Edwards Inc
Missouri
$4.02M -$14M -139,144 -78%
TYCC
524
Texas Yale Capital Corp
Florida
$3.99M -$993K -9,840 -20%
IA
525
Inspire Advisors
Idaho
$3.97M +$1.16M +11,520 +41%