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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 %
LB
1776
Legacy Bridge
Iowa
$146K -$12.1K -120 -8%
C
1777
Covestor
United Kingdom
$142K +$43.7K +434 +44%
S
1778
Sachetta
Massachusetts
$142K -$61.3K -607 -30%
GSWM
1779
Golden State Wealth Management
California
$136K -$22.6K -224 -14%
CWM
1780
CarsonAllaria Wealth Management
Illinois
$135K -$30.8K -305 -19%
FMTCOCP
1781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K
LC
1782
Lavaca Capital
Texas
$133K +$1.92K +19 +1%
GFL
1783
Granite FO LLC
New Hampshire
$131K -$50.5K -500 -28%
ST
1784
Smithfield Trust
Pennsylvania
$131K -$14K -138 -10%
BGAI
1785
Bruce G. Allen Investments
Colorado
$129K -$31.6K -313 -20%
SPF
1786
South Plains Financial
Texas
$129K +$2.52K +25 +2%
ATC
1787
Adirondack Trust Company
New York
$128K -$107K -1,060 -46%
USB
1788
Union Savings Bank
Connecticut
$123K +$58K +673 +89%
CSPIA
1789
Cary Street Partners Investment Advisory
Virginia
$122K -$41.1K -407 -25%
API
1790
Asset Planning Inc
California
$121K +$303 +3 +0.3%
AA
1791
Addison Advisors
Vermont
$121K -$5.86K -58 -5%
ETC
1792
Exchange Traded Concepts
Oklahoma
$120K -$21.8M -216,295 -99%
MMCM
1793
Murphy & Mullick Capital Management
New York
$120K -$4.44K -50 -4%
CWM
1794
Centricity Wealth Management
Ohio
$117K -$2.22K -22 -2%
MME
1795
Meag Munich Ergo
Germany
$117K
AC
1796
AlphaCore Capital
California
$117K +$72K +713 +161%
IWP
1797
IAG Wealth Partners
Wisconsin
$116K +$808 +8 +0.7%
ME
1798
McIlrath & Eck
Washington
$115K -$29.7K -294 -21%
PWS
1799
Peterson Wealth Services
Utah
$114K -$15K -149 -12%
FCT
1800
First Community Trust
Iowa
$114K +$101K +1,000 +775%