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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 %
SN
1326
Sittner & Nelson
Oregon
$476K +$10.1K +100 +2%
HWMO
1327
Heritage Wealth Management (Ohio)
Ohio
$475K -$296K -2,934 -38%
ILI
1328
Invesco LLC (Illinois)
Illinois
$473K -$8.98K -89 -2%
IAG
1329
Ipsen Advisor Group
Arkansas
$472K +$44.5K +441 +10%
FWM
1330
Forza Wealth Management
Florida
$471K +$471K +4,670 New
BMWS
1331
Brady Martz Wealth Solutions
North Dakota
$471K -$5.35K -53 -1%
AIM
1332
Acropolis Investment Management
Missouri
$471K -$64.7K -641 -12%
WKSWA
1333
White Knight Strategic Wealth Advisors
New Jersey
$469K +$71.2K +705 +18%
PAG
1334
Powers Advisory Group
Illinois
$468K +$21.8K +216 +5%
NWM
1335
Northcape Wealth Management
New York
$468K +$22.4K +222 +5%
DMBA
1336
Deseret Mutual Benefit Administrators
Utah
$468K
BFAG
1337
Blackston Financial Advisory Group
Florida
$467K -$505 -5 -0.1%
BFW
1338
Brady Family Wealth
Missouri
$466K -$1.7M -16,844 -78%
QWM
1339
Quadcap Wealth Management
Texas
$466K -$9.79K -97 -2%
CSB
1340
City State Bank
Iowa
$466K
NWAG
1341
Net Worth Advisory Group
Utah
$466K +$18.9K +187 +4%
RFN
1342
RDA Financial Network
Iowa
$464K +$14.8K +147 +3%
CBT
1343
Central Bank & Trust
Kentucky
$464K +$37.9K +375 +9%
CCM
1344
Cohen Capital Management
California
$463K
LA
1345
LVW Advisors
New York
$462K +$118K +1,167 +34%
SVWAG
1346
Sound View Wealth Advisors Group
Georgia
$460K +$105K +1,039 +30%
ACS
1347
Archford Capital Strategies
Illinois
$459K +$505 +5 +0.1%
VA
1348
Valmark Advisers
Ohio
$459K +$16.2K +160 +4%
BMWM
1349
Brown Miller Wealth Management
Virginia
$458K -$15K -149 -3%
DTL
1350
Dynamic Technology Lab
Singapore
$456K -$1.23M -12,152 -73%