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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 %
PI
1401
Pettee Investors
Connecticut
$406K
LIM
1402
Leavell Investment Management
Alabama
$406K -$90.4K -896 -18%
WTG
1403
West Tower Group
Virginia
$404K +$60.6K +600 +18%
JWA
1404
JFS Wealth Advisors
Pennsylvania
$403K -$2.02K -20 -0.5%
TWP
1405
Tyche Wealth Partners
Texas
$402K -$1.41K -14 -0.4%
TCA
1406
Transcend Capital Advisors
New Jersey
$402K -$86.2K -854 -18%
SFG
1407
Seamount Financial Group
Colorado
$401K +$401K +3,975 New
FSA
1408
Franklin Street Advisors
North Carolina
$401K +$25.7K +255 +7%
ESBC
1409
E.S. Barr & Co
Kentucky
$400K
SWMG
1410
Sard Wealth Management Group
Georgia
$399K +$29.4K +291 +8%
PFSC
1411
Peoples Financial Services Corp
Pennsylvania
$398K
DS
1412
DRW Securities
Illinois
$398K +$398K +3,939 New
AWAU
1413
Alliance Wealth Advisors (Utah)
Utah
$397K -$8.68K -86 -2%
PTC
1414
Petrus Trust Company
Texas
$396K -$359K -3,559 -48%
LWAM
1415
Legacy Wealth Asset Management
Minnesota
$396K +$14K +139 +4%
IC
1416
Iconiq Capital
California
$395K +$395K +3,913 New
SAM
1417
Smartleaf Asset Management
Massachusetts
$394K -$228K -2,257 -37%
BCM
1418
Boreal Capital Management
Florida
$391K +$391K +3,877 New
WPC
1419
Wedmont Private Capital
Pennsylvania
$391K -$10.7K -105 -3%
EMAM
1420
Encompass More Asset Management
California
$390K -$66.1K -655 -15%
CA
1421
Claro Advisors
Massachusetts
$389K -$55.5K -550 -13%
PA
1422
PSI Advisors
Florida
$389K +$164K +1,623 +73%
GJWM
1423
Gilliland Jeter Wealth Management
Arkansas
$387K +$908 +9 +0.2%
PIMG
1424
Patriot Investment Management Group
Tennessee
$387K -$28.8K -285 -7%
SAM
1425
Summit Asset Management
Tennessee
$386K -$20.2K -200 -5%