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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
DWM
1026
Daner Wealth Management
Georgia
$1M
CWM
1027
Copia Wealth Management
Oregon
$994K
MTC
1028
Matrix Trust Company
Colorado
$986K
SAI
1029
Savvy Advisors Inc
New York
$986K
HAM
1030
Hedges Asset Management
Nevada
$979K
MI
1031
Moneywise Inc
Virginia
$978K
GCM
1032
Garland Capital Management
Washington
$973K
1M
1033
1248 Management
Missouri
$972K
WGC
1034
Watts Gwilliam & Co
Arizona
$971K
CNTOF
1035
Canandaigua National Trust of Florida
New York
$965K
IGAM
1036
iA Global Asset Management
Quebec, Canada
$964K
HL
1037
HeadInvest LLC
Maine
$961K
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$960K
EFS
1039
Essex Financial Services
Connecticut
$959K
VCM
1040
Voleon Capital Management
California
$958K
LFG
1041
Larson Financial Group
Missouri
$956K
FWM
1042
ForthRight Wealth Management
Georgia
$953K
AIM
1043
ARK Investment Management
Florida
$952K
GT
1044
Greenleaf Trust
Michigan
$952K
A
1045
AlphaQuest
New York
$951K
OKSA
1046
O'Keefe Stevens Advisory
New York
$945K
CP
1047
Cumberland Partners
Ontario, Canada
$944K
RB
1048
Renasant Bank
Mississippi
$943K
Bessemer Group
1049
Bessemer Group
New Jersey
$942K
BC
1050
Bridgefront Capital
Texas
$938K