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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
27.75%
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 %
CIA
751
Cladis Investment Advisory
Montana
$1.98M +$391K +3,876 +25%
GAG
752
GM Advisory Group
New York
$1.98M +$552K +5,465 +39%
OPTFSNA
753
Old Point Trust & Financial Services N A
Virginia
$1.97M -$332K -3,286 -14%
OPA
754
Old Port Advisors
Maine
$1.97M -$279K -2,765 -12%
OHWP
755
Oak Harbor Wealth Partners
North Carolina
$1.97M +$91.4K +905 +5%
MC
756
Moors & Cabot
Massachusetts
$1.96M +$186K +1,845 +10%
FIA
757
Foundations Investment Advisors
Arizona
$1.96M +$245K +2,426 +14%
TCWM
758
Total Clarity Wealth Management
Illinois
$1.96M -$237K -2,348 -11%
AA
759
ABC Arbitrage
France
$1.95M +$593K +5,875 +44%
RIM
760
Redwood Investment Management
Arizona
$1.95M +$243K +2,402 +14%
PWS
761
Peloton Wealth Strategists
Indiana
$1.94M -$41.4K -410 -2%
PWG
762
Portside Wealth Group
Utah
$1.93M +$2.93K +29 +0.2%
EH
763
Equitable Holdings
New York
$1.93M +$392K +3,887 +26%
MPPW
764
Mitchell & Pahl Private Wealth
Oklahoma
$1.92M +$109K +1,079 +6%
AFG
765
Atomi Financial Group
New York
$1.92M +$383K +3,791 +25%
AUB
766
Atlantic Union Bankshares
Virginia
$1.91M -$22.3K -221 -1%
CWP
767
Cyndeo Wealth Partners
Florida
$1.91M -$5.04M -49,882 -72%
MTC
768
McDaniel Terry & Co
Texas
$1.91M -$71.2K -705 -4%
TAIM
769
Te Ahumairangi Investment Management
New Zealand
$1.91M +$373K +3,700 +24%
SPC
770
Sigma Planning Corp
Michigan
$1.9M +$205K +2,029 +12%
ACA
771
Aptus Capital Advisors
Alabama
$1.9M +$557K +5,522 +42%
CCP
772
Carmel Capital Partners
California
$1.9M +$249K +2,469 +15%
EWA
773
Exencial Wealth Advisors
Oklahoma
$1.89M +$535K +5,296 +39%
ATPW
774
Ashton Thomas Private Wealth
Arizona
$1.88M -$337K -3,336 -15%
Acadian Asset Management
775
Acadian Asset Management
Massachusetts
$1.88M -$784K -7,775 -29%