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United Parcel Service

2,089 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 865 increasing their positions, 845 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $54.4B → $50.3B (-$4.15B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

29% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 232

Holders
2,089
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.89B
Puts
$1.7B
Net Calls
Net Calls Change

Top Buyers

1 +$679M
2 +$249M
3 +$205M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Invesco
Invesco
Georgia
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
901
Callan Family Office
Pennsylvania
$1.39M
FDS
902
First Dallas Securities
Texas
$1.38M
EWM
903
Empirical Wealth Management
Washington
$1.38M
BDPWM
904
Barnes Dennig Private Wealth Management
Ohio
$1.38M
BCM
905
BluePath Capital Management
Georgia
$1.38M
WFPG
906
Waller Financial Planning Group
Ohio
$1.37M
CIA
907
Cascade Investment Advisors
Oregon
$1.37M
BFA
908
Beacon Financial Advisory
Ohio
$1.34M
RT
909
Rockland Trust
Massachusetts
$1.34M
HGWM
910
Horst & Graben Wealth Management
Oregon
$1.34M
WCBA
911
Weaver C. Barksdale & Associates
Tennessee
$1.33M
AWE
912
Avidian Wealth Enterprises
Texas
$1.33M
SFS
913
Stiles Financial Services
Minnesota
$1.32M
DWA
914
Douglass Winthrop Advisors
New York
$1.32M
IP
915
Ignite Planners
California
$1.32M
GCP
916
GSA Capital Partners
United Kingdom
$1.31M
CAU
917
Caxton Associates (UK)
$1.31M
BP
918
Ballentine Partners
Massachusetts
$1.31M
WWM
919
Wolff Wiese Magana
California
$1.31M
KPPF
920
Klein Pavlis & Peasley Financial
California
$1.3M
KCM
921
Kerusso Capital Management
North Carolina
$1.3M
TBC
922
Ted Buchan & Co
California
$1.3M
CT
923
Caldwell Trust
Florida
$1.3M
TPA
924
Trivium Point Advisory
Connecticut
$1.29M
RWP
925
RWA Wealth Partners
Massachusetts
$1.28M