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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
HWA
1701
Heritage Wealth Advisors
Virginia
$224K
FAN
1702
Financial Advisors Network
California
$224K
AWM
1703
Arista Wealth Management
Nevada
$222K
BPFA
1704
Barnes Pettey Financial Advisors
Mississippi
$222K
GDP
1705
Great Diamond Partners
Maine
$221K
DLA
1706
Douglas Lane & Associates
New York
$220K
RMP
1707
Richards, Merrill & Peterson
Washington
$220K
CCA
1708
Cobblestone Capital Advisors
New York
$220K
JCFM
1709
JBR Co Financial Management
Oklahoma
$220K
MPM
1710
MBB Public Markets
Illinois
$220K
CA
1711
Capital Advantage
California
$219K
MSE
1712
MUFG Securities EMEA
United Kingdom
$219K
AWG
1713
Altus Wealth Group
Colorado
$219K
FCP
1714
Fidelis Capital Partners
Florida
$218K
MA
1715
MONECO Advisors
Connecticut
$217K
IPA
1716
Investment Planning Advisors
Georgia
$217K
GSEP
1717
Golden State Equity Partners
California
$217K
WCM
1718
Winebrenner Capital Management
Kentucky
$216K
DIA
1719
Dean Investment Associates
Ohio
$215K
HCG
1720
Haven Capital Group
California
$215K
FHC
1721
First Heartland Consultants
Missouri
$214K
MCM
1722
Mattern Capital Management
Colorado
$214K
PMWMG
1723
Parr McKnight Wealth Management Group
Minnesota
$213K
CCC
1724
Compass Capital Corp
Massachusetts
$213K
SB
1725
SIG Brokerage
New York
$213K