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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
SSWM
1651
Sheets Smith Wealth Management
North Carolina
$247K
PP
1652
Patten & Patten
Tennessee
$247K
CFFP
1653
Center for Financial Planning
Michigan
$247K
GP
1654
Guardian Partners
Canada
$246K
YCG
1655
Yeomans Consulting Group
Georgia
$246K
RFS
1656
Richardson Financial Services
Massachusetts
$245K
IIM
1657
Ipswich Investment Management
Massachusetts
$245K
CW
1658
Code Waechter
Florida
$243K
NG
1659
Novem Group
New York
$243K
PSP
1660
Pacific Sage Partners
Washington
$242K
AFG
1661
Allegheny Financial Group
Pennsylvania
$242K
CRC
1662
Curi RMB Capital
Illinois
$241K
LAM
1663
Lewis Asset Management
California
$241K
AWAP
1664
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$240K
SHFA
1665
SC&H Financial Advisors
Maryland
$240K
CA
1666
Calton & Associates
Florida
$239K
PAS
1667
PKS Advisory Services
New York
$238K
OL
1668
Optas LLC
Texas
$238K
FCH
1669
Freestone Capital Holdings
Washington
$238K
CH
1670
Cromwell Holdings
Wyoming
$236K
JWWM
1671
Johnson & White Wealth Management
Pennsylvania
$236K
PL
1672
Plancorp LLC
Missouri
$236K
DFA
1673
Delta Financial Advisors
Louisiana
$235K
PAI
1674
Pittenger & Anderson Inc
Nebraska
$234K
3F
1675
360 Financial
Minnesota
$233K