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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 %
BBI
1001
Baxter Bros Inc
Connecticut
$1.06M -$435K -4,305 -29%
BIP
1002
Brandes Investment Partners
California
$1.05M +$384K +3,803 +57%
CCM
1003
Coldstream Capital Management
Washington
$1.05M -$14.7K -146 -1%
GVAG
1004
Great Valley Advisor Group
Delaware
$1.05M -$154K -1,523 -13%
KAS
1005
KPP Advisory Services
Kentucky
$1.05M +$72.6K +719 +7%
OC
1006
Oarsman Capital
Wisconsin
$1.04M +$83.7K +829 +9%
CFMC
1007
Curbstone Financial Management Corp
New Hampshire
$1.04M -$6.06K -60 -0.6%
AA
1008
Armis Advisers
Georgia
$1.04M +$381K +3,760 +58%
RC
1009
Roundview Capital
New Jersey
$1.03M -$82.6K -818 -7%
CIC
1010
Cornercap Investment Counsel
Georgia
$1.03M -$27.5K -272 -3%
CT
1011
Chicago Trust
Illinois
$1.03M +$648K +6,424 +171%
CFD
1012
Creative Financial Designs
Indiana
$1.03M +$816K +8,086 +388%
LIA
1013
LS Investment Advisors
Michigan
$1.02M +$151K +1,500 +17%
AMIM
1014
Aull & Monroe Investment Management
Alabama
$1.02M -$154K -1,525 -13%
IP
1015
Intellectus Partners
California
$1.01M +$153K +1,516 +18%
PNC
1016
Park National Corp
Ohio
$1.01M -$160K -1,590 -14%
QOP
1017
Quinn Opportunity Partners
Virginia
$1.01M +$1.01M +10,000 New
RGC
1018
Roberts, Glore & Co
Illinois
$1.01M +$220K +2,183 +28%
GWMR
1019
GC Wealth Management RIA
Massachusetts
$1M +$133K +1,314 +15%
DWM
1020
Daner Wealth Management
Georgia
$1M +$1M +11,448 New
CWM
1021
Copia Wealth Management
Oregon
$994K
MTC
1022
Matrix Trust Company
Colorado
$986K
SAI
1023
Savvy Advisors Inc
New York
$986K +$28.2K +279 +3%
HAM
1024
Hedges Asset Management
Nevada
$979K -$151K -1,500 -13%
MI
1025
Moneywise Inc
Virginia
$978K +$978K +9,688 New