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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 %
MCM
1101
Mork Capital Management
California
$797K
WIS
1102
Wright Investors Service
Connecticut
$793K +$10.5K +104 +1%
PFGIA
1103
Patriot Financial Group Insurance Agency
Massachusetts
$793K +$123K +1,223 +18%
PCA
1104
Purkiss Capital Advisors
Connecticut
$793K
AIM
1105
Access Investment Management
Georgia
$791K +$791K +7,840 New
GFA
1106
Gallagher Fiduciary Advisors
Illinois
$791K +$69.5K +688 +10%
NW
1107
NewEdge Wealth
Pennsylvania
$789K -$1.4M -16,214 -64%
SCM
1108
SCS Capital Management
Massachusetts
$783K +$783K +7,756 New
KWMG
1109
King Wealth Management Group
Florida
$782K
IWA
1110
Icon Wealth Advisors
Texas
$779K -$45.2K -448 -5%
BWP
1111
Balboa Wealth Partners
Arizona
$779K +$74.4K +737 +11%
NEWAS
1112
N.E.W. Advisory Services
Wisconsin
$777K +$299K +2,958 +62%
CCMG
1113
Clark Capital Management Group
Pennsylvania
$773K -$91.4K -906 -11%
BAM
1114
Belpointe Asset Management
Nevada
$773K +$48.8K +483 +7%
FBT
1115
First Bankers Trust
Kentucky
$772K -$105K -1,038 -12%
WMP
1116
Wealth Management Partners
Arizona
$772K +$148K +1,468 +24%
Kayne Anderson Rudnick Investment Management
1117
Kayne Anderson Rudnick Investment Management
California
$767K -$215K -2,128 -22%
MBTD
1118
Mechanics Bank - Trust Department
California
$764K -$524K -5,192 -41%
ACM
1119
Advance Capital Management
Michigan
$763K -$81.1K -803 -10%
WFM
1120
Wolff Financial Management
Michigan
$763K +$1.62K +16 +0.2%
EIA
1121
Eldridge Investment Advisors
New Hampshire
$762K -$2.52K -25 -0.3%
SSWM
1122
Strait & Sound Wealth Management
California
$761K +$168K +1,669 +28%
CAM
1123
Cidel Asset Management
Ontario, Canada
$761K +$82.1K +813 +12%
BFS
1124
Bard Financial Services
Connecticut
$760K -$63.1K -625 -8%
RPC
1125
Rossmore Private Capital
Connecticut
$759K -$471K -4,665 -38%