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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
LWAM
1426
Legacy Wealth Asset Management
Minnesota
$396K
IC
1427
Iconiq Capital
California
$395K
SAM
1428
Smartleaf Asset Management
Massachusetts
$394K
BCM
1429
Boreal Capital Management
Florida
$391K
WPC
1430
Wedmont Private Capital
Pennsylvania
$391K
EMAM
1431
Encompass More Asset Management
California
$390K
AWM
1432
Adams Wealth Management
Utah
$389K
CI
1433
CacheTech Inc
Utah
$389K
CA
1434
Claro Advisors
Massachusetts
$389K
PA
1435
PSI Advisors
Florida
$389K
GJWM
1436
Gilliland Jeter Wealth Management
Arkansas
$387K
PIMG
1437
Patriot Investment Management Group
Tennessee
$387K
SAM
1438
Summit Asset Management
Tennessee
$386K
NIM
1439
Northeast Investment Management
Massachusetts
$386K
BFA
1440
Buttonwood Financial Advisors
Maryland
$386K
AA
1441
Alta Advisers
United Kingdom
$383K
LA
1442
LexAurum Advisors
Kansas
$382K
HNWAG
1443
High Net Worth Advisory Group
Florida
$380K
DW
1444
Durante & Waters
New York
$379K
KIG
1445
Kennedy Investment Group
New Jersey
$379K
FT
1446
Fiduciary Trust
Massachusetts
$378K
FFBTD
1447
First Financial Bank - Trust Division
Ohio
$377K
CWA
1448
Centerline Wealth Advisors
Kentucky
$376K
RL
1449
Rogco LP
Oklahoma
$376K
KP
1450
Keel Point
Alabama
$375K