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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
1601
HCR Wealth Advisors
California
$265K -$505 -5 -0.2%
BWP
1602
Barlow Wealth Partners
Kentucky
$264K +$264K +2,505 New
NCTC
1603
New Covenant Trust Company
Indiana
$264K
SWA
1604
Sax Wealth Advisors
New Jersey
$263K -$72.2K -715 -22%
AGA
1605
Accuvest Global Advisors
Utah
$263K -$186K -1,838 -41%
PTP
1606
Platform Technology Partners
New York
$263K -$52.6K -521 -17%
1WA
1607
180 Wealth Advisors
Washington
$261K +$27.1K +268 +12%
CIC
1608
Chase Investment Counsel
Virginia
$260K -$58.5K -581 -18%
CFO
1609
CVA Family Office
Colorado
$259K +$14.7K +146 +6%
CWG
1610
Cornerstone Wealth Group
North Carolina
$258K +$9.79K +97 +4%
SOAMC
1611
Spirit of America Management Corp
New York
$257K
AGWCA
1612
Annis Gardner Whiting Capital Advisors
Florida
$257K +$38.9K +385 +18%
JF
1613
Joule Financial
Kentucky
$256K +$12.5K +124 +5%
DC
1614
Diametric Capital
Massachusetts
$255K +$255K +2,529 New
MWC
1615
MBM Wealth Consultants
Missouri
$255K +$59.9K +593 +31%
HAS
1616
HBW Advisory Services
California
$255K +$7.87K +78 +3%
CAMG
1617
CWA Asset Management Group
Florida
$255K -$95.2K -943 -27%
TT
1618
TI-Trust
Illinois
$254K
NAS
1619
Nicolet Advisory Services
Wisconsin
$254K +$30.2K +357 +13%
ADL
1620
Asset Dedication LLC
California
$254K +$169K +1,674 +199%
SS
1621
SBI Securities
Japan
$254K +$33.6K +333 +15%
CF
1622
Copperwynd Financial
Arizona
$254K +$20.9K +207 +9%
MMHP
1623
Murphy Middleton Hinkle & Parker
Georgia
$253K
AAM
1624
Austin Asset Management
Texas
$253K
CFS
1625
Cannon Financial Strategists
Georgia
$252K -$22.3K -221 -8%