UPS icon

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
SOAMC
1626
Spirit of America Management Corp
New York
$257K
AGWCA
1627
Annis Gardner Whiting Capital Advisors
Florida
$257K
JF
1628
Joule Financial
Kentucky
$256K
DC
1629
Diametric Capital
Massachusetts
$255K
MWC
1630
MBM Wealth Consultants
Missouri
$255K
HAS
1631
HBW Advisory Services
California
$255K
CAMG
1632
CWA Asset Management Group
Florida
$255K
TT
1633
TI-Trust
Illinois
$254K
NAS
1634
Nicolet Advisory Services
Wisconsin
$254K
ADL
1635
Asset Dedication LLC
California
$254K
SS
1636
SBI Securities
Japan
$254K
CF
1637
Copperwynd Financial
Arizona
$254K
MMHP
1638
Murphy Middleton Hinkle & Parker
Georgia
$253K
AAM
1639
Austin Asset Management
Texas
$253K
CFS
1640
Cannon Financial Strategists
Georgia
$252K
RCWM
1641
Royal Capital Wealth Management
Indiana
$252K
SFG
1642
Synergy Financial Group
California
$252K
MK
1643
MASTERINVEST Kapitalanlage
$251K
LAM
1644
LOM Asset Management
$250K
USGIU
1645
U.S. Global Investors (USGI)
Texas
$250K
SM
1646
Sweeney & Michel
California
$249K
FFA
1647
Founders Financial Alliance
North Carolina
$249K
DE
1648
Diversified Enterprises
Delaware
$249K
LC
1649
LCNB Corp
Ohio
$248K
AI
1650
Atom Investors
Texas
$247K