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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 %
SFS
1351
Solitude Financial Services
Virginia
$454K -$15.1K -150 -3%
RWM
1352
Revisor Wealth Management
Ohio
$453K +$453K +4,404 New
AAS
1353
Annex Advisory Services
Wisconsin
$452K -$17.7K -175 -4%
NFG
1354
Nations Financial Group
Iowa
$451K -$270K -2,677 -37%
1C
1355
111 Capital
France
$450K +$59.8K +592 +15%
WFA
1356
WestHill Financial Advisors
California
$450K +$303 +3 +0.1%
WAG
1357
Windsor Advisory Group
Ohio
$450K +$450K +4,455 New
NG
1358
Northstar Group
New York
$449K -$20.6K -204 -4%
LIM
1359
Loudon Investment Management
New Hampshire
$449K -$458K -4,535 -50%
RBWA
1360
RFG - Bristol Wealth Advisors
Massachusetts
$448K -$32.4K -321 -7%
XWM
1361
Xcel Wealth Management
Florida
$447K -$812K -8,048 -65%
BG
1362
Bollard Group
Massachusetts
$445K +$14.4K +143 +3%
Lazard Asset Management
1363
Lazard Asset Management
New York
$445K +$17K +169 +4%
AW
1364
Apricus Wealth
South Carolina
$445K -$15.1K -150 -3%
HCM
1365
Hutner Capital Management
Vermont
$444K -$15K -149 -3%
SOW
1366
State of Wyoming
Wyoming
$444K +$388K +3,844 +689%
GWM
1367
Greenwich Wealth Management
Connecticut
$442K +$26.6K +264 +6%
SA
1368
Strategic Advisors
New York
$440K -$305K -3,021 -41%
RF
1369
Roxbury Financial
New Jersey
$438K +$268K +2,658 +158%
PFBT
1370
Parkside Financial Bank & Trust
Missouri
$435K +$98.2K +973 +29%
WAG
1371
Winthrop Advisory Group
Massachusetts
$435K -$14.3K -142 -3%
AWM
1372
Aviso Wealth Management
Washington
$435K +$435K +4,305 New
RBI
1373
Raiffeisen Bank International
Austria
$433K
JC
1374
JBGlobal.com
New York
$429K +$104K +1,034 +32%
CWM
1375
Collaborative Wealth Management
Florida
$427K -$7.17K -71 -2%