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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 %
WFPG
901
Waller Financial Planning Group
Ohio
$1.37M
CIA
902
Cascade Investment Advisors
Oregon
$1.37M +$298K +2,956 +28%
BFA
903
Beacon Financial Advisory
Ohio
$1.34M +$227K +2,248 +20%
RT
904
Rockland Trust
Massachusetts
$1.34M -$6.46K -64 -0.5%
HGWM
905
Horst & Graben Wealth Management
Oregon
$1.34M +$2.02K +20 +0.2%
WCBA
906
Weaver C. Barksdale & Associates
Tennessee
$1.33M -$11.9K -118 -0.9%
AWE
907
Avidian Wealth Enterprises
Texas
$1.33M -$73.7K -730 -5%
SFS
908
Stiles Financial Services
Minnesota
$1.32M +$102K +1,013 +8%
DWA
909
Douglass Winthrop Advisors
New York
$1.32M
IP
910
Ignite Planners
California
$1.32M -$393K -3,963 -23%
GCP
911
GSA Capital Partners
United Kingdom
$1.32M +$698K +6,912 +113%
CAU
912
Caxton Associates (UK)
$1.31M +$979K +9,698 +294%
BP
913
Ballentine Partners
Massachusetts
$1.31M +$7.57K +75 +0.6%
WWM
914
Wolff Wiese Magana
California
$1.31M +$66.4K +658 +5%
KPPF
915
Klein Pavlis & Peasley Financial
California
$1.3M +$277K +2,748 +27%
KCM
916
Kerusso Capital Management
North Carolina
$1.3M +$606 +6 +0%
TBC
917
Ted Buchan & Co
California
$1.3M +$467K +4,624 +56%
TPA
918
Trivium Point Advisory
Connecticut
$1.29M +$1.29M +12,752 New
RWP
919
RWA Wealth Partners
Massachusetts
$1.28M -$214K -2,121 -14%
SW
920
SteelPeak Wealth
California
$1.28M -$3.32M -32,926 -72%
I
921
InvesTrust
Oklahoma
$1.28M -$2.72M -26,906 -68%
CWM
922
Cordatus Wealth Management
Pennsylvania
$1.28M -$35.1K -348 -3%
NERM
923
New England Research & Management
Illinois
$1.28M -$51.5K -510 -4%
ACGA
924
Atlanta Consulting Group Advisors
Georgia
$1.28M -$20.9K -207 -2%
SC
925
SummitTX Capital
Texas
$1.28M -$2.04M -20,177 -61%