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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 %
CCA
1451
Checchi Capital Advisers
California
$367K -$165K -1,636 -31%
WBCM
1452
Wilson & Boucher Capital Management
California
$366K -$68.1K -675 -16%
PWW
1453
Pettyjohn Wood & White
Virginia
$365K -$44.5K -441 -11%
PCA
1454
Prosperity Capital Advisors
Ohio
$362K -$43.3K -429 -11%
GL
1455
Graypoint LLC
New York
$362K +$124K +1,226 +52%
WP
1456
WealthShield Partners
North Carolina
$361K -$37.6K -372 -9%
KTC
1457
Kentucky Trust Company
Kentucky
$361K +$10.1K +100 +3%
TWM
1458
Thrive Wealth Management
Pennsylvania
$360K +$17.8K +176 +5%
SIS
1459
Strategic Investment Solutions
Illinois
$359K -$33.2K -329 -8%
FB
1460
Finward Bancorp
Indiana
$359K
JAG
1461
Journey Advisory Group
Kentucky
$359K
Los Angeles Capital Management
1462
Los Angeles Capital Management
California
$358K -$778K -7,707 -68%
MLA
1463
My Legacy Advisors
Oregon
$356K +$356K +3,460 New
EB
1464
Eastern Bank
Massachusetts
$356K -$47.5K -471 -12%
FLI
1465
Family Legacy Inc
South Carolina
$356K -$14.6K -145 -4%
SSWM
1466
Smith Salley Wealth Management
North Carolina
$353K -$36.7K -364 -9%
JIP
1467
Jaffetilchin Investment Partners
Florida
$352K -$744K -7,369 -68%
BFA
1468
Bragg Financial Advisors
North Carolina
$352K -$2.98M -29,516 -89%
FMTC
1469
Farmers & Merchants Trust Company
California
$352K +$8.38K +83 +2%
AWM
1470
Accurate Wealth Management
Florida
$351K +$16.9K +164 +5%
SAM
1471
S.A. Mason
Michigan
$350K -$34.9K -346 -9%
ANBT
1472
American National Bank & Trust
Texas
$348K +$303 +3 +0.1%
FHA
1473
First Horizon Advisors
Tennessee
$348K -$141K -1,399 -29%
LA
1474
Lifeworks Advisors
Michigan
$347K +$88.5K +877 +34%
KCP
1475
Kera Capital Partners
California
$346K -$2.33M -23,058 -87%