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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
PAM
1676
PCG Asset Management
New Jersey
$232K
EW
1677
Evexia Wealth
Wisconsin
$232K
BAM
1678
Bosun Asset Management
Illinois
$232K
HPBT
1679
Hickory Point Bank & Trust
Illinois
$231K
CFGW
1680
Chancellor Financial Group WB
Pennsylvania
$230K
MWP
1681
Meriwether Wealth & Planning
Louisiana
$230K
CFP
1682
Catalyst Financial Partners
Massachusetts
$230K
SCM
1683
Sollinda Capital Management
Florida
$230K
AWM
1684
Axxcess Wealth Management
California
$229K
CG
1685
Clifford Group
Massachusetts
$229K
BIM
1686
Bridges Investment Management
Nebraska
$229K
EFSCE
1687
Enterprise Financial Services Corp (EFSC)
Missouri
$229K
WA
1688
Waddell & Associates
Tennessee
$228K
RWP
1689
Ridgecrest Wealth Partners
California
$228K
6F
1690
626 Financial
Michigan
$228K
LWM
1691
Lyell Wealth Management
California
$227K
OFC
1692
Oakland Financial Corp
$227K
PFM
1693
Patton Fund Management
Texas
$227K
BDL
1694
Bey-Douglas LLC
Georgia
$226K
RA
1695
Ransom Advisory
Rhode Island
$226K
FCB
1696
First County Bank
Connecticut
$226K
TBNY
1697
Trustco Bank (New York)
New York
$225K
BFA
1698
Bill Few Associates
Pennsylvania
$225K
BHPW
1699
Beverly Hills Private Wealth
California
$225K
CA
1700
CV Advisors
Florida
$225K