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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
27.76%
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 %
MHI
701
Miller Howard Investments
New York
$2.27M +$109K +1,075 +5%
KIC
702
Keating Investment Counselors
Florida
$2.27M -$38.9K -385 -2%
HW
703
HORAN Wealth
Ohio
$2.26M +$2.26M +22,414 New
EWM
704
Evercore Wealth Management
New York
$2.25M -$1.51M -14,921 -40%
B
705
Bailard
California
$2.25M +$185K +1,829 +9%
TMAM
706
Tokio Marine Asset Management
Japan
$2.24M +$81.8K +810 +4%
GLA
707
Good Life Advisors
Pennsylvania
$2.24M -$1.83M -18,154 -45%
UWM
708
Udine Wealth Management
Florida
$2.23M +$2.23M +22,140 New
SFG
709
Sovereign Financial Group
Connecticut
$2.22M -$303 -3 -0%
AWS
710
Atria Wealth Solutions
New York
$2.22M -$1.86M -18,251 -46%
WTA
711
Washington Trust Advisors
Massachusetts
$2.21M -$40.2K -398 -2%
AA
712
Ancora Advisors
Ohio
$2.21M +$738K +7,313 +50%
JIM
713
Jensen Investment Management
Oregon
$2.2M -$3.03K -30 -0.1%
WIA
714
World Investment Advisors
California
$2.2M +$201K +1,987 +10%
IBOK
715
Independence Bank of Kentucky
Kentucky
$2.2M +$99.1K +982 +5%
TRCT
716
Tower Research Capital (TRC)
New York
$2.18M -$234K -2,319 -10%
AIS
717
AM Investment Strategies
Tennessee
$2.18M -$77.9K -772 -3%
QFW
718
QTR Family Wealth
Florida
$2.18M -$120K -1,193 -5%
BA
719
Bristlecone Advisors
Washington
$2.16M -$1.44M -14,221 -40%
PMG
720
ProVise Management Group
Florida
$2.15M -$196K -1,940 -8%
MC
721
Maverick Capital
Texas
$2.15M +$2.15M +21,314 New
BE
722
Bonness Enterprises
District of Columbia
$2.13M
SS
723
Sunbelt Securities
Texas
$2.13M +$450K +3,572 +27%
FC
724
Forte Capital
New York
$2.12M +$116K +1,153 +6%
RFM
725
Royal Fund Management
Florida
$2.11M +$81.1K +803 +4%