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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 %
RIL
1176
Rothschild Investment LLC
Illinois
$683K +$86.2K +854 +14%
AIA
1177
AIMZ Investment Advisors
California
$681K
KFS
1178
Keynote Financial Services
Connecticut
$677K +$37.6K +372 +6%
EWA
1179
EverSource Wealth Advisors
Alabama
$677K +$254K +2,521 +60%
NAAA
1180
New Age Alpha Advisors
New York
$677K +$677K +6,702 New
BIG
1181
Brooklyn Investment Group
New York
$676K +$512K +5,069 +312%
TFG
1182
Taylor Financial Group
Virginia
$670K -$89.8K -890 -12%
IA
1183
IFG Advisory
Georgia
$665K +$78.5K +778 +13%
MHIP
1184
Mountain Hill Investment Partners
New Jersey
$665K +$299K +2,963 +82%
RC
1185
Rovin Capital
Arizona
$660K +$56.1K +556 +9%
SR
1186
Syntax Research
Florida
$656K +$68.6K +680 +12%
BLC
1187
Brown, Lisle/Cummings
Rhode Island
$655K +$37.9K +375 +6%
FMWA
1188
Forvis Mazars Wealth Advisors
Missouri
$652K -$17.9K -177 -3%
LAM
1189
LECAP Asset Management
United Kingdom
$651K -$1.29M -12,786 -66%
RAS
1190
RPS Advisory Solutions
Kentucky
$646K +$54.1K +536 +9%
SAA
1191
Southeast Asset Advisors
Georgia
$646K -$30.8K -305 -5%
RHDIC
1192
R.H. Dinel Investment Counsel
California
$643K -$47.9K -475 -7%
ABLA
1193
Alan B. Lancz & Associates
Ohio
$643K
DC
1194
DeDora Capital
California
$640K -$17.8K -176 -3%
NCM
1195
Narwhal Capital Management
Georgia
$640K +$151K +1,493 +31%
AHL
1196
Abel Hall LLC
Louisiana
$640K +$640K +6,336 New
SWA
1197
SOA Wealth Advisors
New York
$639K -$158K -1,565 -20%
CPW
1198
Cove Private Wealth
New York
$637K +$405K +4,013 +174%
TWPM
1199
Total Wealth Planning & Management
Florida
$637K -$163K -1,616 -20%
AMG
1200
Advisors Management Group
Wisconsin
$635K +$151K +1,494 +31%