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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
27.76%
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 %
IPA
1701
Investment Planning Advisors
Georgia
$217K +$217K +2,150 New
GSEP
1702
Golden State Equity Partners
California
$217K -$65.5K -649 -23%
WCM
1703
Winebrenner Capital Management
Kentucky
$216K +$16.8K +166 +8%
DIA
1704
Dean Investment Associates
Ohio
$215K -$3.45M -34,222 -94%
HCG
1705
Haven Capital Group
California
$215K
FHC
1706
First Heartland Consultants
Missouri
$214K +$214K +2,124 New
MCM
1707
Mattern Capital Management
Colorado
$214K -$462K -4,580 -68%
PMWMG
1708
Parr McKnight Wealth Management Group
Minnesota
$213K +$1.62K +16 +0.8%
CCC
1709
Compass Capital Corp
Massachusetts
$213K +$213K +2,473 New
SB
1710
SIG Brokerage
New York
$213K -$315K -3,122 -60%
MCWA
1711
Meadow Creek Wealth Advisors
Georgia
$212K -$2.93K -29 -1%
OFS
1712
Orrstown Financial Services
Pennsylvania
$212K +$212K +2,105 New
PCS
1713
Personal CFO Solutions
New Jersey
$212K -$129K -1,278 -38%
MCC
1714
Money Concepts Capital
Florida
$212K +$10.5K +104 +5%
CPIA
1715
Cornell Pochily Investment Advisors
New York
$211K -$5.55K -55 -3%
MWM
1716
Maridea Wealth Management
New York
$211K -$419K -4,156 -67%
WDC
1717
Woodward Diversified Capital
California
$209K +$209K +2,066 New
BFA
1718
Benedict Financial Advisors
Georgia
$208K +$2.02K +20 +1%
AG
1719
AlTi Global
New York
$208K +$208K +2,064 New
DTC
1720
Davidson Trust Company
Washington
$208K -$28.2K -279 -12%
RW
1721
Rockport Wealth
Ohio
$208K +$208K +2,062 New
CAC
1722
Certified Advisory Corp
Florida
$208K +$7.07K +70 +4%
BFIC
1723
Bedell Frazier Investment Counselling
California
$208K +$208K +2,060 New
CPW
1724
Crestmont Private Wealth
Texas
$207K +$18.1K +179 +10%
GEA
1725
Glen Eagle Advisors
New Jersey
$207K -$2.22K -22 -1%