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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
PCG
1176
Prosperity Consulting Group
Maryland
$691K
DWM
1177
Destination Wealth Management
California
$688K
VI
1178
Versor Investments
New York
$687K
LCWP
1179
Legacy Capital Wealth Partners
Arkansas
$685K
FFWM
1180
Future Financial Wealth Management
Ohio
$684K
HAIM
1181
Hunter Associates Investment Management
Pennsylvania
$683K
IA
1182
Integrity Alliance
Iowa
$683K
RIL
1183
Rothschild Investment LLC
Illinois
$683K
AIA
1184
AIMZ Investment Advisors
California
$681K
KFS
1185
Keynote Financial Services
Connecticut
$677K
EWA
1186
EverSource Wealth Advisors
Alabama
$677K
NAAA
1187
New Age Alpha Advisors
New York
$677K
BIG
1188
Brooklyn Investment Group
New York
$676K
TFG
1189
Taylor Financial Group
Virginia
$670K
IA
1190
IFG Advisory
Georgia
$665K
MHIP
1191
Mountain Hill Investment Partners
New Jersey
$665K
RC
1192
Rovin Capital
Arizona
$660K
SR
1193
Syntax Research
Florida
$656K
BLC
1194
Brown, Lisle/Cummings
Rhode Island
$655K
FMWA
1195
Forvis Mazars Wealth Advisors
Missouri
$652K
LAM
1196
LECAP Asset Management
United Kingdom
$651K
RAS
1197
RPS Advisory Solutions
Kentucky
$646K
SAA
1198
Southeast Asset Advisors
Georgia
$646K
RHDIC
1199
R.H. Dinel Investment Counsel
California
$643K
ABLA
1200
Alan B. Lancz & Associates
Ohio
$643K