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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 %
CA
1651
Calton & Associates
Florida
$239K +$50.6K +501 +27%
PAS
1652
PKS Advisory Services
New York
$238K +$238K +2,006 New
OL
1653
Optas LLC
Texas
$238K +$6.06K +60 +3%
FCH
1654
Freestone Capital Holdings
Washington
$238K -$79K -783 -25%
CH
1655
Cromwell Holdings
Wyoming
$236K +$170K +1,686 +258%
JWWM
1656
Johnson & White Wealth Management
Pennsylvania
$236K -$18.6K -184 -7%
PL
1657
Plancorp LLC
Missouri
$236K -$8.48K -84 -3%
DFA
1658
Delta Financial Advisors
Louisiana
$235K -$4.85K -48 -2%
PAI
1659
Pittenger & Anderson Inc
Nebraska
$234K
3F
1660
360 Financial
Minnesota
$233K
PAM
1661
PCG Asset Management
New Jersey
$232K -$35.3K -350 -13%
EW
1662
Evexia Wealth
Wisconsin
$232K
BAM
1663
Bosun Asset Management
Illinois
$232K
HPBT
1664
Hickory Point Bank & Trust
Illinois
$231K
CFGW
1665
Chancellor Financial Group WB
Pennsylvania
$230K +$10.1K +100 +5%
MWP
1666
Meriwether Wealth & Planning
Louisiana
$230K +$45.2K +448 +24%
CFP
1667
Catalyst Financial Partners
Massachusetts
$230K -$21.7K -215 -9%
SCM
1668
Sollinda Capital Management
Florida
$230K -$4.04K -40 -2%
AWM
1669
Axxcess Wealth Management
California
$229K -$540K -5,347 -70%
CG
1670
Clifford Group
Massachusetts
$229K +$25.6K +254 +13%
BIM
1671
Bridges Investment Management
Nebraska
$229K -$50.5K -500 -18%
EFSCE
1672
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$229K +2,265 New
WA
1673
Waddell & Associates
Tennessee
$228K +$228K +2,261 New
RWP
1674
Ridgecrest Wealth Partners
California
$228K +$28K +277 +14%
6F
1675
626 Financial
Michigan
$228K +$228K +2,256 New