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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
NWAG
1351
Net Worth Advisory Group
Utah
$466K
RFN
1352
RDA Financial Network
Iowa
$464K
CBT
1353
Central Bank & Trust
Kentucky
$464K
CCM
1354
Cohen Capital Management
California
$463K
LA
1355
LVW Advisors
New York
$462K
SVWAG
1356
Sound View Wealth Advisors Group
Georgia
$460K
ACS
1357
Archford Capital Strategies
Illinois
$459K
VA
1358
Valmark Advisers
Ohio
$459K
BMWM
1359
Brown Miller Wealth Management
Virginia
$458K
DTL
1360
Dynamic Technology Lab
Singapore
$456K
SFS
1361
Solitude Financial Services
Virginia
$454K
RWM
1362
Revisor Wealth Management
Ohio
$453K
AAS
1363
Annex Advisory Services
Wisconsin
$452K
NFG
1364
Nations Financial Group
Iowa
$451K
1C
1365
111 Capital
France
$450K
WFA
1366
WestHill Financial Advisors
California
$450K
WAG
1367
Windsor Advisory Group
Ohio
$450K
NG
1368
Northstar Group
New York
$449K
LIM
1369
Loudon Investment Management
New Hampshire
$449K
RBWA
1370
RFG - Bristol Wealth Advisors
Massachusetts
$448K
XWM
1371
Xcel Wealth Management
Florida
$447K
BG
1372
Bollard Group
Massachusetts
$445K
Lazard Asset Management
1373
Lazard Asset Management
New York
$445K
AW
1374
Apricus Wealth
South Carolina
$445K
HCM
1375
Hutner Capital Management
Vermont
$444K