UPS icon

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
LAM
1501
L2 Asset Management
Massachusetts
$337K
NAS
1502
NWF Advisory Services
California
$336K
AB
1503
Atlas Brown
Kentucky
$336K
HPM
1504
Hoxton Planning & Management
West Virginia
$336K
ET
1505
Equitable Trust
Tennessee
$335K
Financial Engines Advisors
1506
Financial Engines Advisors
California
$334K
RC
1507
Rexford Capital
Texas
$334K
SFC
1508
SYM Financial Corp
Indiana
$333K
VIM
1509
VELA Investment Management
Ohio
$333K
KA
1510
Kercheville Advisors
Texas
$333K
MF
1511
Montis Financial
Massachusetts
$333K
MQWP
1512
Morey & Quinn Wealth Partners
Nebraska
$330K
FFWA
1513
FRG Family Wealth Advisors
Washington
$329K
AW
1514
Atlas Wealth
Ohio
$328K
CBT
1515
CoreFirst Bank & Trust
Kansas
$326K
EC
1516
Eaton-Cambridge
Arizona
$324K
FTC
1517
Farmers Trust Company
Ohio
$323K
SL
1518
Sentinus LLC
Illinois
$323K
CFS
1519
Coordinated Financial Services
Colorado
$321K
HCA
1520
Harbour Capital Advisors
Virginia
$318K
SWM
1521
Segment Wealth Management
Texas
$317K
CFP
1522
Cascade Financial Partners
California
$317K
TCM
1523
Traynor Capital Management
Pennsylvania
$316K
DAC
1524
Dividend Assets Capital
South Carolina
$315K
WAM
1525
Weatherly Asset Management
California
$313K