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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 %
RCWM
1626
Royal Capital Wealth Management
Indiana
$252K -$12.3K -122 -5%
SFG
1627
Synergy Financial Group
California
$252K +$8.28K +82 +3%
MK
1628
MASTERINVEST Kapitalanlage
$251K +$251K +2,483 New
LAM
1629
LOM Asset Management
$250K +$250K +2,477 New
USGIU
1630
U.S. Global Investors (USGI)
Texas
$250K +$78.1K +774 +46%
SM
1631
Sweeney & Michel
California
$249K -$32.1K -317 -11%
FFA
1632
Founders Financial Alliance
North Carolina
$249K -$339K -3,359 -58%
DE
1633
Diversified Enterprises
Delaware
$249K +$50.4K +499 +25%
LC
1634
LCNB Corp
Ohio
$248K
AI
1635
Atom Investors
Texas
$247K +$247K +2,451 New
SSWM
1636
Sheets Smith Wealth Management
North Carolina
$247K +$2.02K +20 +0.8%
PP
1637
Patten & Patten
Tennessee
$247K -$178K -1,768 -42%
CFFP
1638
Center for Financial Planning
Michigan
$247K
GP
1639
Guardian Partners
Canada
$246K -$10.2K -100 -4%
YCG
1640
Yeomans Consulting Group
Georgia
$246K +$246K +2,353 New
RFS
1641
Richardson Financial Services
Massachusetts
$245K +$245K +2,345 New
IIM
1642
Ipswich Investment Management
Massachusetts
$245K
CW
1643
Code Waechter
Florida
$243K +$243K +2,412 New
NG
1644
Novem Group
New York
$243K -$17.3K -171 -7%
PSP
1645
Pacific Sage Partners
Washington
$242K +$52.9K +524 +28%
AFG
1646
Allegheny Financial Group
Pennsylvania
$242K +$505 +5 +0.2%
CRC
1647
Curi RMB Capital
Illinois
$241K +$241K +2,392 New
LAM
1648
Lewis Asset Management
California
$241K +$241K +2,385 New
AWAP
1649
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$240K +$8.78K +87 +4%
SHFA
1650
SC&H Financial Advisors
Maryland
$240K -$192K -1,900 -44%