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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 %
EW
1251
Evoke Wealth
California
$573K +$295K +2,927 +106%
PWP
1252
Principle Wealth Partners
Connecticut
$572K -$91.7K -909 -14%
JFG
1253
Jefferies Financial Group
New York
$572K -$892K -8,839 -61%
DI
1254
Diligent Investors
California
$569K -$111K -1,104 -16%
ANTB
1255
AMG National Trust Bank
Colorado
$567K -$20.2K -200 -3%
SA
1256
Sylvest Advisors
Texas
$566K +$32.5K +322 +6%
PIM
1257
Plato Investment Management
Australia
$562K +$70.6K +702 +14%
IHL
1258
Investment House LLC
California
$557K -$1.99M -19,752 -78%
SWM
1259
SeaCrest Wealth Management
New York
$554K -$23.1K -229 -4%
WTC
1260
WhitTier Trust Company
Nevada
$548K -$150K -1,491 -22%
BSB
1261
Bangor Savings Bank
Maine
$546K +$10.2K +101 +2%
JC
1262
Jacobs & Co
California
$543K -$7.73M -76,701 -93%
LFA
1263
Legacy Financial Advisors
Kentucky
$539K -$554K -5,491 -51%
BC
1264
Brio Consultants
California
$538K +$538K +5,332 New
FFS
1265
Forge Financial Services
Oklahoma
$537K
PWAM
1266
Private Wealth Asset Management
Iowa
$537K -$102K -1,007 -16%
SWM
1267
Spire Wealth Management
Virginia
$534K -$2.76M -27,317 -84%
ML
1268
McAdam LLC
Pennsylvania
$533K +$44.6K +442 +9%
CTI
1269
Community Trust & Investment
Kentucky
$533K
ECA
1270
Elevated Capital Advisors
Utah
$533K
SIP
1271
Stoneridge Investment Partners
Pennsylvania
$531K
MW
1272
Marks Wealth
Maryland
$531K -$83.5K -827 -14%
FFM
1273
Forum Financial Management
Illinois
$530K -$23K -228 -4%
VCM
1274
Virtue Capital Management
Tennessee
$529K +$5.15K +51 +1%
LS
1275
Livforsakringsbolaget Skandia
Sweden
$528K