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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
PWPS
1551
Pinnacle Wealth Planning Services
Ohio
$294K
CFA
1552
Cahill Financial Advisors
Minnesota
$293K
QIM
1553
Quantitative Investment Management
Virginia
$293K
DIA
1554
Dana Investment Advisors
Wisconsin
$292K
SP
1555
Successful Portfolios
Florida
$292K
SFP
1556
Shepherd Financial Partners
Massachusetts
$292K
VW
1557
Vance Wealth
California
$292K
CWA
1558
Choice Wealth Advisors
Maine
$290K
GM
1559
GeoWealth Management
Illinois
$290K
JWM
1560
Jeppson Wealth Management
California
$290K
EGA
1561
E&G Advisors
Texas
$290K
CBA
1562
Coastal Bridge Advisors
Connecticut
$289K
SAM
1563
Shell Asset Management
Netherlands
$289K
HR
1564
Hardy Reed
Mississippi
$288K
ST
1565
Somerset Trust
Pennsylvania
$288K
RF
1566
rebel Financial
Ohio
$288K
TIA
1567
Traphagen Investment Advisors
New Jersey
$286K
BFG
1568
Birch Financial Group
New Hampshire
$286K
RS
1569
R Squared
Hong Kong
$286K
AA
1570
Acorns Advisers
California
$285K
GIP
1571
Granite Investment Partners
California
$285K
WEG
1572
World Equity Group
Illinois
$284K
RCA
1573
Resonant Capital Advisors
Wisconsin
$284K
MFC
1574
Mechanics Financial Corp
Ohio
$283K
WWC
1575
Waypoint Wealth Counsel
Georgia
$283K