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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 %
CAL
1376
Capital Analysts LLC
Pennsylvania
$427K -$28K -278 -6%
GWM
1377
GSB Wealth Management
Connecticut
$424K -$105K -1,040 -20%
WANY
1378
Wealthspire Advisors (New York)
New York
$423K +$6.56K +65 +2%
DWM
1379
Diversify Wealth Management
Utah
$422K +$43.6K +499 +12%
PFWA
1380
Paces Ferry Wealth Advisors
Georgia
$421K +$1.92K +19 +0.5%
NCM
1381
NCM Capital Management
New Jersey
$421K +$808 +8 +0.2%
SC
1382
Soundwatch Capital
Connecticut
$421K +$421K +1,945 New
CIAS
1383
CFS Investment Advisory Services
New Jersey
$420K -$33.7K -334 -7%
RBC
1384
Roble Belko & Company
Pennsylvania
$419K +$605 +6 +0.1%
ACM
1385
Allred Capital Management
Texas
$418K -$26.1K -259 -6%
ZIC
1386
ZWJ Investment Counsel
Georgia
$417K -$5.75K -57 -1%
AAA
1387
American Alpha Advisors
New York
$417K +$48.7K +482 +13%
CF
1388
Claris Financial
Virginia
$416K +$126K +1,252 +44%
LWL
1389
Leo Wealth LLC
Texas
$416K +$190K +1,878 +84%
SI
1390
Sava Infond
Slovenia
$416K +$247K +2,450 +147%
MIA
1391
MeadowBrook Investment Advisors
Michigan
$416K +$73.2K +725 +21%
MNBTD
1392
Moody National Bank Trust Division
Texas
$416K -$38.7K -383 -9%
LMKC
1393
L.M. Kohn & Company
Ohio
$415K -$438K -4,339 -51%
SWM
1394
Shakespeare Wealth Management
Wisconsin
$415K +$4.54K +45 +1%
GSB
1395
Greenfield Savings Bank
Massachusetts
$413K +$14.8K +147 +4%
CAI
1396
Capital Advisors Inc
Oklahoma
$412K -$265K -2,624 -39%
SWM
1397
Silverlake Wealth Management
Vermont
$410K +$141K +1,398 +52%
IB
1398
Intrust Bank
Kansas
$408K -$255K -2,522 -38%
WPW
1399
Waldron Private Wealth
Pennsylvania
$407K -$25.2K -250 -6%
PCM
1400
Penserra Capital Management
California
$407K +$44.2K +439 +12%