UPS icon

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 %
LWM
1676
Lyell Wealth Management
California
$227K -$1.01K -10 -0.4%
OFC
1677
Oakland Financial Corp
$227K
PFM
1678
Patton Fund Management
Texas
$227K +$227K +2,249 New
BDL
1679
Bey-Douglas LLC
Georgia
$226K +$226K +2,239 New
RA
1680
Ransom Advisory
Rhode Island
$226K -$15.1K -150 -6%
FCB
1681
First County Bank
Connecticut
$226K -$128K -1,271 -36%
TBNY
1682
Trustco Bank (New York)
New York
$225K -$41.6K -412 -16%
BFA
1683
Bill Few Associates
Pennsylvania
$225K -$20.1K -199 -8%
BHPW
1684
Beverly Hills Private Wealth
California
$225K -$943K -9,349 -81%
CA
1685
CV Advisors
Florida
$225K
HWA
1686
Heritage Wealth Advisors
Virginia
$224K -$121K -1,195 -35%
FAN
1687
Financial Advisors Network
California
$224K +$224K +2,216 New
AWM
1688
Arista Wealth Management
Nevada
$222K +$222K +2,199 New
BPFA
1689
Barnes Pettey Financial Advisors
Mississippi
$222K +$404 +4 +0.2%
GDP
1690
Great Diamond Partners
Maine
$221K +$221K +2,185 New
DLA
1691
Douglas Lane & Associates
New York
$220K -$17.2K -170 -7%
RMP
1692
Richards, Merrill & Peterson
Washington
$220K +$505 +5 +0.2%
CCA
1693
Cobblestone Capital Advisors
New York
$220K -$413K -4,091 -65%
JCFM
1694
JBR Co Financial Management
Oklahoma
$220K -$48.8K -483 -18%
MPM
1695
MBB Public Markets
Illinois
$220K -$53K -525 -19%
CA
1696
Capital Advantage
California
$219K -$31.4K -311 -13%
MSE
1697
MUFG Securities EMEA
United Kingdom
$219K +$219K +2,168 New
AWG
1698
Altus Wealth Group
Colorado
$219K +$7.57K +75 +4%
FCP
1699
Fidelis Capital Partners
Florida
$218K -$12.9K -150 -6%
MA
1700
MONECO Advisors
Connecticut
$217K -$111K -1,098 -34%