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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
WG
1101
Winton Group
United Kingdom
$820K
OWA
1102
Octavia Wealth Advisors
Ohio
$819K
MCA
1103
MSH Capital Advisors
Arizona
$816K
SACTSONJ
1104
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$808K
PCG
1105
PFC Capital Group
California
$802K
EA
1106
Emerald Advisors
Washington
$802K
MCM
1107
Mork Capital Management
California
$797K
WIS
1108
Wright Investors Service
Connecticut
$793K
PFGIA
1109
Patriot Financial Group Insurance Agency
Massachusetts
$793K
PCA
1110
Purkiss Capital Advisors
Connecticut
$793K
AIM
1111
Access Investment Management
Georgia
$791K
GFA
1112
Gallagher Fiduciary Advisors
Illinois
$791K
NW
1113
NewEdge Wealth
Pennsylvania
$789K
SCM
1114
SCS Capital Management
Massachusetts
$783K
KWMG
1115
King Wealth Management Group
Florida
$782K
IWA
1116
Icon Wealth Advisors
Texas
$779K
BWP
1117
Balboa Wealth Partners
Arizona
$779K
NEWAS
1118
N.E.W. Advisory Services
Wisconsin
$777K
CCMG
1119
Clark Capital Management Group
Pennsylvania
$773K
BAM
1120
Belpointe Asset Management
Nevada
$773K
FBT
1121
First Bankers Trust
Kentucky
$772K
WMP
1122
Wealth Management Partners
Arizona
$772K
Kayne Anderson Rudnick Investment Management
1123
Kayne Anderson Rudnick Investment Management
California
$767K
MBTD
1124
Mechanics Bank - Trust Department
California
$764K
ACM
1125
Advance Capital Management
Michigan
$763K