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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
DC
1201
DeDora Capital
California
$640K
NCM
1202
Narwhal Capital Management
Georgia
$640K
AHL
1203
Abel Hall LLC
Louisiana
$640K
SWA
1204
SOA Wealth Advisors
New York
$639K
CPW
1205
Cove Private Wealth
New York
$637K
TWPM
1206
Total Wealth Planning & Management
Florida
$637K
AMG
1207
Advisors Management Group
Wisconsin
$635K
SOS
1208
Silver Oak Securities
Tennessee
$634K
UCB
1209
United Community Bank
South Carolina
$633K
PAS
1210
Point72 Asia (Singapore)
Singapore
$632K
PTC
1211
Private Trust Company
Ohio
$632K
PWMAG
1212
Pinnacle Wealth Management Advisory Group
New Jersey
$630K
WAAG
1213
Wealth Alliance Advisory Group
Kansas
$626K
LNWWM
1214
Laird Norton Wetherby Wealth Management
California
$626K
KA
1215
Kovack Advisors
Florida
$625K
LBA
1216
Letko, Brosseau & Associates
Quebec, Canada
$621K
HPC
1217
HM Payson & Co
Maine
$618K
EIA
1218
Edgemoor Investment Advisors
Maryland
$617K
SC
1219
Syon Capital
California
$616K
TNBTD
1220
Trustmark National Bank Trust Department
Mississippi
$616K
TCM
1221
Twin Capital Management
Pennsylvania
$616K
LC
1222
Lincoln Capital
Nebraska
$615K
RIA
1223
Richwood Investment Advisors
Ohio
$615K
SMC
1224
Smith, Moore & Co
Missouri
$615K
TAM
1225
Trillium Asset Management
Massachusetts
$614K