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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
MHC
1526
Meyer Handelman Company
New York
$313K
WCG
1527
Weaver Consulting Group
California
$312K
VFM
1528
Vision Financial Markets
Connecticut
$310K
FAFN
1529
First Affirmative Financial Network
Colorado
$310K
PK
1530
Pflug Koory
Nebraska
$310K
MFG
1531
MidWestOne Financial Group
Iowa
$309K
DAM
1532
Diamant Asset Management
Connecticut
$309K
ClearBridge Investments
1533
ClearBridge Investments
New York
$308K
AWM
1534
Aegis Wealth Management
Maryland
$306K
CIA
1535
Choate Investment Advisors
Massachusetts
$306K
AWA
1536
Aaron Wealth Advisors
Illinois
$306K
MAFA
1537
MJT & Associates Financial Advisory
Minnesota
$305K
BSTWA
1538
Blake Schutter Theil Wealth Advisors
Ohio
$303K
LCM
1539
Liberty Capital Management
Michigan
$303K
CG
1540
Curat Global
New Hampshire
$303K
SB
1541
Simmons Bank
Arkansas
$302K
TF
1542
Trek Financial
Arizona
$301K
GCM
1543
Generation Capital Management
New York
$299K
OBWG
1544
Onyx Bridge Wealth Group
New York
$299K
HBT
1545
Heartland Bank & Trust
Illinois
$299K
TC
1546
Trilogy Capital
California
$297K
WCM
1547
WealthTrak Capital Management
Virginia
$296K
PWM
1548
Palumbo Wealth Management
New York
$296K
WT
1549
Washington Trust
Rhode Island
$295K
SEP
1550
Southland Equity Partners
Missouri
$295K