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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
IA
1601
IFG Advisors
Missouri
$270K
CIG
1602
CHB Investment Group
Pennsylvania
$270K
JWM
1603
Jacksonville Wealth Management
Florida
$270K
AWM
1604
Angeles Wealth Management
California
$270K
CWA
1605
CogentBlue Wealth Advisors
Tennessee
$269K
FPB
1606
First PREMIER Bank
South Dakota
$269K
CAG
1607
Crestwood Advisors Group
Massachusetts
$269K
LWM
1608
Liberty Wealth Management
California
$268K
FFO
1609
Fortitude Family Office
Arizona
$268K
SRC
1610
Shufro Rose & Co
New York
$268K
FMLI
1611
Fukoku Mutual Life Insurance
Japan
$268K
SEM
1612
Suncoast Equity Management
Florida
$268K
HWA
1613
HHM Wealth Advisors
Tennessee
$266K
RCA
1614
Ranch Capital Advisors
Florida
$265K
FF
1615
Finley Financial
Nevada
$265K
HWA
1616
HCR Wealth Advisors
California
$265K
BWP
1617
Barlow Wealth Partners
Kentucky
$264K
NCTC
1618
New Covenant Trust Company
Indiana
$264K
SWA
1619
Sax Wealth Advisors
New Jersey
$263K
AGA
1620
Accuvest Global Advisors
Utah
$263K
PTP
1621
Platform Technology Partners
New York
$263K
1WA
1622
180 Wealth Advisors
Washington
$261K
CIC
1623
Chase Investment Counsel
Virginia
$260K
CFO
1624
CVA Family Office
Colorado
$259K
CWG
1625
Cornerstone Wealth Group
North Carolina
$258K