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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 %
VWM
826
Venturi Wealth Management
Texas
$1.66M -$36.8K -365 -2%
HIA
827
Harvest Investment Advisors
Florida
$1.65M +$176K +1,745 +12%
PCIA
828
Prime Capital Investment Advisors
Kansas
$1.65M -$1.26M -12,496 -43%
LA
829
LBP AM
France
$1.64M -$14.5M -143,359 -90%
MSA
830
MUFG Securities Americas
New York
$1.64M +$335K +3,315 +26%
MYAM
831
Meiji Yasuda Asset Management
Japan
$1.64M -$945K -9,358 -37%
GRP
832
Global Retirement Partners
California
$1.64M +$1.64M +16,205 New
AA
833
Argent Advisors
Louisiana
$1.63M +$145K +1,432 +10%
RI
834
Ridgewood Investments
New Jersey
$1.63M +$146K +1,449 +10%
GIC
835
Generali Investments CEE
Czech Republic
$1.62M
DWP
836
Daymark Wealth Partners
Ohio
$1.61M -$260K -2,574 -14%
DW30
837
Drucker Wealth 3.0
New Jersey
$1.61M -$450K -4,406 -22%
SWGC
838
Summit Wealth Group (Colorado)
Colorado
$1.61M +$1.61M +15,923 New
SMA
839
Sage Mountain Advisors
Georgia
$1.61M -$48.4K -479 -3%
AAM
840
Auxier Asset Management
Oregon
$1.6M +$22.2K +220 +1%
FB
841
Fulton Bank
Pennsylvania
$1.6M -$232K -2,297 -13%
CI
842
Ceera Investments
Texas
$1.59M +$128K +1,269 +9%
AWA
843
Arete Wealth Advisors
Illinois
$1.58M -$600K -5,946 -27%
KA
844
Kintegral Advisory
New York
$1.58M -$2.52K -25 -0.2%
MGWM
845
Marks Group Wealth Management
Minnesota
$1.58M -$329K -3,261 -17%
UB
846
UMB Bank
Missouri
$1.58M -$847K -8,387 -35%
MWM
847
Maltin Wealth Management
New Jersey
$1.58M -$41.9K -415 -3%
TW
848
TritonPoint Wealth
Maryland
$1.58M -$515K -5,102 -25%
TFA
849
Teamwork Financial Advisors
Texas
$1.57M +$403K +3,988 +34%
MASUI
850
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.57M +$1.57M +15,540 New