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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 %
HWA
1576
Heartwood Wealth Advisors
Virginia
$277K -$707 -7 -0.3%
BPW
1577
Bingham Private Wealth
California
$276K -$32K -317 -10%
LW
1578
Lauer Wealth
Indiana
$276K +$276K +3,194 New
RPCONE
1579
Retirement Planning Company of New England
Rhode Island
$275K -$29.7K -294 -10%
OFS
1580
OneAscent Financial Services
Alabama
$275K -$278K -2,696 -50%
TCWA
1581
Turtle Creek Wealth Advisors
Texas
$275K +$275K +2,720 New
BAG
1582
Bridgewealth Advisory Group
California
$273K +$273K +2,700 New
MAV
1583
Mason & Associates (Virginia)
Virginia
$272K -$33.6K -333 -11%
SCM
1584
Sterling Capital Management
North Carolina
$271K +$14.5K +144 +6%
EIP
1585
Ellis Investment Partners
Pennsylvania
$270K -$20.3K -201 -7%
IA
1586
IFG Advisors
Missouri
$270K -$14.2K -141 -5%
CIG
1587
CHB Investment Group
Pennsylvania
$270K -$101 -1 -0%
JWM
1588
Jacksonville Wealth Management
Florida
$270K -$6.06K -60 -2%
AWM
1589
Angeles Wealth Management
California
$270K -$104K -1,031 -28%
CWA
1590
CogentBlue Wealth Advisors
Tennessee
$269K -$24.6K -244 -8%
FPB
1591
First PREMIER Bank
South Dakota
$269K +$14.6K +145 +6%
CAG
1592
Crestwood Advisors Group
Massachusetts
$269K +$269K +2,665 New
LWM
1593
Liberty Wealth Management
California
$268K -$404 -4 -0.2%
FFO
1594
Fortitude Family Office
Arizona
$268K +$1.21K +12 +0.5%
SRC
1595
Shufro Rose & Co
New York
$268K
SEM
1596
Suncoast Equity Management
Florida
$268K
FMLI
1597
Fukoku Mutual Life Insurance
Japan
$268K
HWA
1598
HHM Wealth Advisors
Tennessee
$266K +$5.55K +55 +2%
RCA
1599
Ranch Capital Advisors
Florida
$265K +$10.8K +107 +4%
FF
1600
Finley Financial
Nevada
$265K