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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 %
CG
1526
Curat Global
New Hampshire
$303K +$50.5K +500 +20%
SB
1527
Simmons Bank
Arkansas
$302K -$20.2K -200 -6%
TF
1528
Trek Financial
Arizona
$301K +$301K +2,980 New
GCM
1529
Generation Capital Management
New York
$299K +$5.75K +57 +2%
OBWG
1530
Onyx Bridge Wealth Group
New York
$299K -$16.5K -163 -5%
HBT
1531
Heartland Bank & Trust
Illinois
$299K -$7.37K -73 -2%
TC
1532
Trilogy Capital
California
$297K -$2.34M -23,151 -89%
WCM
1533
WealthTrak Capital Management
Virginia
$296K +$4.74K +47 +2%
PWM
1534
Palumbo Wealth Management
New York
$296K +$17.5K +173 +6%
WT
1535
Washington Trust
Rhode Island
$295K -$7.77K -77 -3%
SEP
1536
Southland Equity Partners
Missouri
$295K +$19.2K +190 +7%
PWPS
1537
Pinnacle Wealth Planning Services
Ohio
$294K +$70.3K +696 +31%
CFA
1538
Cahill Financial Advisors
Minnesota
$293K +$293K +2,907 New
QIM
1539
Quantitative Investment Management
Virginia
$293K -$7.03M -69,793 -96%
DIA
1540
Dana Investment Advisors
Wisconsin
$292K -$16.2K -160 -5%
SP
1541
Successful Portfolios
Florida
$292K -$4.14K -41 -1%
SFP
1542
Shepherd Financial Partners
Massachusetts
$292K +$11.2K +111 +4%
VW
1543
Vance Wealth
California
$292K +$7.47K +74 +3%
CWA
1544
Choice Wealth Advisors
Maine
$290K +$3.43K +34 +1%
GM
1545
GeoWealth Management
Illinois
$290K +$98.3K +974 +51%
JWM
1546
Jeppson Wealth Management
California
$290K -$108K -1,070 -27%
EGA
1547
E&G Advisors
Texas
$290K -$10.1K -100 -3%
CBA
1548
Coastal Bridge Advisors
Connecticut
$289K -$316K -3,131 -52%
SAM
1549
Shell Asset Management
Netherlands
$289K -$6.07K -60 -2%
HR
1550
Hardy Reed
Mississippi
$288K -$13.8K -137 -5%