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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 %
CastleKeep Investment Advisors
951
CastleKeep Investment Advisors
Connecticut
$1.2M +$91.1K +903 +8%
IF
952
Intrua Financial
Texas
$1.19M +$140K +1,383 +13%
GFA
953
Gifford Fong Associates
California
$1.19M
MWM
954
Mission Wealth Management
California
$1.19M +$42.9K +425 +4%
NS
955
NBC Securities
Alabama
$1.19M +$63.5K +629 +6%
BRWA
956
B. Riley Wealth Advisors
Florida
$1.19M +$1.19M +11,766 New
VF
957
Vest Financial
Virginia
$1.19M +$334K +3,309 +39%
NRS
958
Neville Rodie & Shaw
New York
$1.18M -$434K -4,296 -27%
CA
959
CoreCap Advisors
Michigan
$1.18M +$283K +2,800 +32%
OIA
960
Optimum Investment Advisors
Illinois
$1.17M -$10.1K -100 -0.9%
FAIM
961
Financial Advocates Investment Management
Washington
$1.17M +$77.9K +772 +7%
PPC
962
Park Place Capital
Alabama
$1.17M +$997K +9,541 +574%
WAM
963
Wolverine Asset Management
Illinois
$1.16M -$1.74M -17,261 -60%
MSAM
964
Moloney Securities Asset Management
Missouri
$1.16M +$639K +6,326 +123%
IAMOG
965
Investors Asset Management of Georgia
Georgia
$1.16M +$343K +3,394 +42%
QP
966
Quilter Plc
United Kingdom
$1.15M +$6.16K +61 +0.5%
TCOT
967
Trust Company of Toledo
Ohio
$1.15M -$226K -2,240 -16%
PT
968
Plimoth Trust
Massachusetts
$1.14M -$167K -1,654 -13%
NL
969
Navalign LLC
California
$1.14M -$8.58K -85 -0.7%
BFS
970
Bradley Foster & Sargent
Connecticut
$1.14M +$28.2K +279 +3%
MWM
971
Meridian Wealth Management
Kentucky
$1.14M -$27.5K -272 -2%
MMM
972
Mendel Money Management
Illinois
$1.13M +$511K +5,065 +82%
FNA
973
First National Advisers
Nebraska
$1.13M +$10.7K +106 +1%
GFG
974
Goldstone Financial Group
Illinois
$1.13M +$124K +1,194 +12%
CA
975
Carson Advisory
Georgia
$1.13M -$108K -1,073 -9%