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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 %
HCM
1076
Howard Capital Management
Georgia
$848K +$147K +1,461 +21%
FWIA
1077
Fort Washington Investment Advisors
Ohio
$847K -$407K -4,028 -32%
AWM
1078
Aberdeen Wealth Management
Illinois
$846K +$505 +5 +0.1%
FCM
1079
Fieldview Capital Management
Michigan
$845K -$2.5M -24,743 -75%
NSAM
1080
North Star Asset Management
Wisconsin
$841K -$143K -1,415 -15%
ISFAN
1081
Investor's Fiduciary Advisor Network
Washington
$836K +$288K +2,855 +53%
MIM
1082
Morningstar Investment Management
Illinois
$836K +$836K +8,285 New
AWA
1083
Amplius Wealth Advisors
Pennsylvania
$834K -$6.26K -62 -0.7%
CCA
1084
Cora Capital Advisors
New Jersey
$833K -$173K -1,717 -17%
CTC
1085
Central Trust Company
Missouri
$833K -$93.8K -929 -10%
TA
1086
TFG Advisers
Michigan
$833K +$45.7K +453 +6%
PA
1087
Profund Advisors
Maryland
$832K +$83.8K +830 +11%
BCWM
1088
Bartlett & Co Wealth Management
Ohio
$831K -$721K -7,145 -46%
CL
1089
CSS LLC
Illinois
$830K +$830K +8,220 New
JA
1090
JLB & Associates
Michigan
$827K -$486K -4,816 -37%
APM
1091
Advanced Portfolio Management
New York
$825K
ACM
1092
Aurdan Capital Management
Pennsylvania
$824K -$908 -9 -0.1%
CCM
1093
Charter Capital Management
Wisconsin
$822K +$822K +8,139 New
IFWM
1094
Institute for Wealth Management
Colorado
$821K -$154K -1,523 -16%
WG
1095
Winton Group
United Kingdom
$820K +$820K +8,126 New
OWA
1096
Octavia Wealth Advisors
Ohio
$819K -$129K -1,280 -14%
MCA
1097
MSH Capital Advisors
Arizona
$816K +$11.6K +115 +1%
SACTSONJ
1098
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$808K
PCG
1099
PFC Capital Group
California
$802K -$106K -1,050 -12%
EA
1100
Emerald Advisors
Washington
$802K +$65.5K +649 +9%