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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 %
CPIG
1126
Chicago Partners Investment Group
Illinois
$757K +$279K +2,695 +58%
NAM
1127
NorthCrest Asset Manangement
Minnesota
$751K +$133K +1,274 +21%
CPA
1128
Court Place Advisors
Maryland
$748K +$134K +1,326 +22%
OM
1129
OV Management
Minnesota
$747K -$1.14M -11,261 -60%
WSC
1130
Wellington Shields & Co
New York
$747K -$18.7K -185 -2%
FAM
1131
Formidable Asset Management
Ohio
$744K
TTWM
1132
TCV Trust & Wealth Management
Virginia
$744K -$17.9K -177 -2%
BIA
1133
Bigelow Investment Advisors
Maine
$741K -$3.13K -31 -0.4%
THCM
1134
Taylor Hoffman Capital Management
Virginia
$740K -$7.57K -75 -1%
BDWCC
1135
B&D White Capital Company
Texas
$737K +$737K +7,300 New
AWA
1136
Acorn Wealth Advisors
Michigan
$737K +$737K +7,297 New
CFS
1137
CRA Financial Services
New Jersey
$734K -$2.93K -29 -0.4%
EFH
1138
Eaton Financial Holdings
Florida
$732K -$101 -1 -0%
EBWM
1139
Eagle Bluffs Wealth Management
Missouri
$732K +$35.2K +349 +5%
SIM
1140
Studio Investment Management
Illinois
$730K +$111K +1,103 +18%
NFW
1141
Noble Family Wealth
Florida
$730K +$20.2K +200 +3%
AIP
1142
Ameritas Investment Partners
Nebraska
$724K -$505 -5 -0.1%
FHA
1143
Flagship Harbor Advisors
Massachusetts
$724K +$263K +2,606 +57%
IAS
1144
Insigneo Advisory Services
Florida
$724K -$135K -1,341 -16%
HI
1145
Harrington Investments
California
$724K -$7.47K -74 -1%
CI
1146
Cigna Investments
Connecticut
$721K -$20.2K -200 -3%
CA
1147
Continuum Advisory
Idaho
$717K +$427K +4,227 +147%
PWAM
1148
Pinnacle West Asset Management
Wyoming
$716K -$5.05K -50 -0.7%
ACP
1149
Aviance Capital Partners
Florida
$716K +$17.9K +177 +3%
GGS
1150
Galvin Gaustad & Stein
Arizona
$715K -$17.7K -175 -2%