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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
SOW
1376
State of Wyoming
Wyoming
$444K
GWM
1377
Greenwich Wealth Management
Connecticut
$442K
SA
1378
Strategic Advisors
New York
$440K
RF
1379
Roxbury Financial
New Jersey
$438K
PFBT
1380
Parkside Financial Bank & Trust
Missouri
$435K
WAG
1381
Winthrop Advisory Group
Massachusetts
$435K
AWM
1382
Aviso Wealth Management
Washington
$435K
RBI
1383
Raiffeisen Bank International
Austria
$433K
JC
1384
JBGlobal.com
New York
$429K
CWM
1385
Collaborative Wealth Management
Florida
$427K
CAL
1386
Capital Analysts LLC
Pennsylvania
$427K
GWM
1387
GSB Wealth Management
Connecticut
$424K
WANY
1388
Wealthspire Advisors (New York)
New York
$423K
DWM
1389
Diversify Wealth Management
Utah
$422K
PFWA
1390
Paces Ferry Wealth Advisors
Georgia
$421K
NCM
1391
NCM Capital Management
New Jersey
$421K
SC
1392
Soundwatch Capital
Connecticut
$421K
CIAS
1393
CFS Investment Advisory Services
New Jersey
$420K
RBC
1394
Roble Belko & Company
Pennsylvania
$419K
ACM
1395
Allred Capital Management
Texas
$418K
ZIC
1396
ZWJ Investment Counsel
Georgia
$417K
AAA
1397
American Alpha Advisors
New York
$417K
CF
1398
Claris Financial
Virginia
$416K
LWL
1399
Leo Wealth LLC
Texas
$416K
SI
1400
Sava Infond
Slovenia
$416K