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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
WFM
1126
Wolff Financial Management
Michigan
$763K
EIA
1127
Eldridge Investment Advisors
New Hampshire
$762K
SSWM
1128
Strait & Sound Wealth Management
California
$761K
CAM
1129
Cidel Asset Management
Ontario, Canada
$761K
BFS
1130
Bard Financial Services
Connecticut
$760K
RPC
1131
Rossmore Private Capital
Connecticut
$759K
CPIG
1132
Chicago Partners Investment Group
Illinois
$757K
NAM
1133
NorthCrest Asset Manangement
Minnesota
$751K
CPA
1134
Court Place Advisors
Maryland
$748K
OM
1135
OV Management
Minnesota
$747K
WSC
1136
Wellington Shields & Co
New York
$747K
FAM
1137
Formidable Asset Management
Ohio
$744K
TTWM
1138
TCV Trust & Wealth Management
Virginia
$744K
BIA
1139
Bigelow Investment Advisors
Maine
$741K
THCM
1140
Taylor Hoffman Capital Management
Virginia
$740K
BDWCC
1141
B&D White Capital Company
Texas
$737K
AWA
1142
Acorn Wealth Advisors
Michigan
$737K
CFS
1143
CRA Financial Services
New Jersey
$734K
EFH
1144
Eaton Financial Holdings
Florida
$732K
EBWM
1145
Eagle Bluffs Wealth Management
Missouri
$732K
SIM
1146
Studio Investment Management
Illinois
$730K
NFW
1147
Noble Family Wealth
Florida
$730K
AIP
1148
Ameritas Investment Partners
Nebraska
$724K
FHA
1149
Flagship Harbor Advisors
Massachusetts
$724K
IAS
1150
Insigneo Advisory Services
Florida
$724K