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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 %
BFIM
1051
Beese Fulmer Investment Management
Ohio
$901K +$28.3K +280 +3%
MSS
1052
Mitchell Sinkler & Starr
Pennsylvania
$899K -$13.5K -134 -1%
RWPA
1053
Richard W. Paul & Associates
Michigan
$897K +$192K +1,898 +27%
HC
1054
Hurley Capital
New York
$896K -$103K -1,016 -10%
SAG
1055
SageView Advisory Group
California
$894K +$53.5K +527 +6%
MWM
1056
Modern Wealth Management
Kansas
$888K -$356K -3,528 -29%
BHC
1057
Bowen Hanes & Co
Florida
$887K -$454K -4,500 -34%
CL
1058
COWA LLC
Oklahoma
$887K +$681K +6,738 +329%
CWM
1059
Crowley Wealth Management
Delaware
$886K -$352K -3,485 -28%
CF
1060
Centaurus Financial
California
$885K +$220K +2,185 +33%
PA
1061
Procyon Advisors
Connecticut
$884K -$48.6K -481 -5%
KWA
1062
Kondo Wealth Advisors
California
$879K -$104K -994 -11%
CHJWM
1063
Carlton Hofferkamp & Jenks Wealth Management
Texas
$877K -$27.4K -314 -3%
SIM
1064
Stratos Investment Management
Ohio
$873K +$86.7K +859 +11%
ACL
1065
Applied Capital LLC
Florida
$873K -$7.07K -70 -0.8%
SB
1066
Strategic Blueprint
Georgia
$872K -$142K -1,405 -14%
NAM
1067
NTV Asset Management
West Virginia
$868K +$35.6K +353 +4%
GP
1068
Greenline Partners
New York
$865K -$171K -1,697 -17%
TA
1069
TCM Advisors
West Virginia
$858K -$2.55M
NG
1070
Norden Group
Utah
$858K +$136K +1,345 +19%
ACI
1071
Alpha Cubed Investments
California
$857K -$13.1K -130 -2%
LIM
1072
Longfellow Investment Management
Massachusetts
$855K
LG
1073
LaFleur & Godfrey
Michigan
$854K -$180K -1,785 -17%
HFRG
1074
Houlihan Financial Resource Group
Virginia
$851K -$70.7K -700 -8%
SW
1075
SVB Wealth
Massachusetts
$848K +$848K +8,398 New