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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
SWM
1276
Spire Wealth Management
Virginia
$534K
ML
1277
McAdam LLC
Pennsylvania
$533K
CTI
1278
Community Trust & Investment
Kentucky
$533K
ECA
1279
Elevated Capital Advisors
Utah
$533K
SIP
1280
Stoneridge Investment Partners
Pennsylvania
$531K
MW
1281
Marks Wealth
Maryland
$531K
FFM
1282
Forum Financial Management
Illinois
$530K
VCM
1283
Virtue Capital Management
Tennessee
$529K
LS
1284
Livforsakringsbolaget Skandia
Sweden
$528K
DAS
1285
Diversify Advisory Services
Utah
$526K
SCP
1286
Sender Company & Partners
New York
$525K
FC
1287
Farringdon Capital
United Kingdom
$524K
VCS
1288
Vaughan & Co Securities
New Jersey
$521K
OFG
1289
OmniStar Financial Group
North Carolina
$521K
FRM
1290
Fox Run Management
Connecticut
$520K
MDA
1291
Minot DeBlois Advisors
Massachusetts
$519K
HA
1292
Hamel Associates
New Jersey
$516K
PAM
1293
Parvin Asset Management
South Dakota
$516K
CM
1294
Churchill Management
California
$515K
AAM
1295
AR Asset Management
California
$515K
DWM
1296
Darwin Wealth Management
Florida
$511K
DWS
1297
Discipline Wealth Solutions
South Carolina
$510K
WAS
1298
Wealth Advisory Solutions
Indiana
$509K
FFN
1299
Focus Financial Network
Minnesota
$508K
WAG
1300
Wallace Advisory Group
California
$507K