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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
BFS
976
Bradley Foster & Sargent
Connecticut
$1.14M
MWM
977
Meridian Wealth Management
Kentucky
$1.14M
MMM
978
Mendel Money Management
Illinois
$1.13M
FNA
979
First National Advisers
Nebraska
$1.13M
GFG
980
Goldstone Financial Group
Illinois
$1.13M
CA
981
Carson Advisory
Georgia
$1.13M
IRC
982
Investors Research Corp
Georgia
$1.13M
HAM
983
Harmony Asset Management
Arizona
$1.13M
FG
984
Fiduciary Group
Georgia
$1.13M
CLA
985
Carnegie Lake Advisors
New Jersey
$1.12M
RMDI
986
R.M. Davis Inc
Maine
$1.12M
IAN
987
Integrated Advisors Network
Texas
$1.12M
N
988
Numerai
California
$1.12M
EAM
989
Erste Asset Management
Austria
$1.12M
MAS
990
Meeder Advisory Services
Ohio
$1.11M
AB
991
ANB Bank
Colorado
$1.11M
PFM
992
Potomac Fund Management
Florida
$1.11M
MAM
993
Madison Asset Management
Wisconsin
$1.1M
CFG
994
Citizens Financial Group
Rhode Island
$1.1M
TCPW
995
Twin City Private Wealth
North Carolina
$1.09M
CRIG
996
Charter Research & Investment Group
Connecticut
$1.08M
MOS
997
MGO One Seven
Ohio
$1.08M
MMG
998
Monetary Management Group
Missouri
$1.07M
TBT
999
Texas Bank & Trust
Texas
$1.07M
WWM
1000
Western Wealth Management
Colorado
$1.07M