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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
BOJHT
1576
Bank of Jackson Hole Trust
Wyoming
$283K
PWP
1577
Phillips Wealth Planners
Mississippi
$283K
PFA
1578
Pathway Financial Advisors
Vermont
$283K
LFG
1579
Lockerman Financial Group
California
$283K
NHT
1580
New Hampshire Trust
New Hampshire
$282K
BW
1581
BIP Wealth
Georgia
$281K
UCI
1582
Uncommon Cents Investing
Wisconsin
$280K
WC
1583
Wynn Capital
Georgia
$279K
CGL
1584
Clarius Group LLC
Washington
$279K
AC
1585
Avestar Capital
New York
$278K
MHIC
1586
Marble Harbor Investment Counsel
Massachusetts
$278K
1W
1587
1776 Wealth
Georgia
$278K
BCM
1588
Bluefin Capital Management
New York
$278K
SCP
1589
Sivia Capital Partners
California
$277K
CTB
1590
Country Trust Bank
Illinois
$277K
HWA
1591
Heartwood Wealth Advisors
Virginia
$277K
BPW
1592
Bingham Private Wealth
California
$276K
LW
1593
Lauer Wealth
Indiana
$276K
RPCONE
1594
Retirement Planning Company of New England
Rhode Island
$275K
OFS
1595
OneAscent Financial Services
Alabama
$275K
TCWA
1596
Turtle Creek Wealth Advisors
Texas
$275K
BAG
1597
Bridgewealth Advisory Group
California
$273K
MAV
1598
Mason & Associates (Virginia)
Virginia
$272K
SCM
1599
Sterling Capital Management
North Carolina
$271K
EIP
1600
Ellis Investment Partners
Pennsylvania
$270K