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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
PWP
951
Precedent Wealth Partners
Texas
$1.21M
HWAM
952
Hennion & Walsh Asset Management
New Jersey
$1.21M
SGI
953
Summit Global Investments
Utah
$1.21M
HI
954
Harbour Investments
Wisconsin
$1.21M
VFA
955
Voya Financial Advisors
Connecticut
$1.2M
EM
956
Excalibur Management
Massachusetts
$1.2M
CastleKeep Investment Advisors
957
CastleKeep Investment Advisors
Connecticut
$1.2M
IF
958
Intrua Financial
Texas
$1.19M
GFA
959
Gifford Fong Associates
California
$1.19M
MWM
960
Mission Wealth Management
California
$1.19M
NS
961
NBC Securities
Alabama
$1.19M
BRWA
962
B. Riley Wealth Advisors
Florida
$1.19M
VF
963
Vest Financial
Virginia
$1.19M
NRS
964
Neville Rodie & Shaw
New York
$1.18M
CA
965
CoreCap Advisors
Michigan
$1.18M
OIA
966
Optimum Investment Advisors
Illinois
$1.17M
FAIM
967
Financial Advocates Investment Management
Washington
$1.17M
PPC
968
Park Place Capital
Alabama
$1.17M
WAM
969
Wolverine Asset Management
Illinois
$1.16M
MSAM
970
Moloney Securities Asset Management
Missouri
$1.16M
IAMOG
971
Investors Asset Management of Georgia
Georgia
$1.16M
QP
972
Quilter Plc
United Kingdom
$1.15M
TCOT
973
Trust Company of Toledo
Ohio
$1.15M
PT
974
Plimoth Trust
Massachusetts
$1.14M
NL
975
Navalign LLC
California
$1.14M