UPS icon

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
BGAI
1801
Bruce G. Allen Investments
Colorado
$129K
SPF
1802
South Plains Financial
Texas
$129K
ATC
1803
Adirondack Trust Company
New York
$128K
USB
1804
Union Savings Bank
Connecticut
$123K
CSPIA
1805
Cary Street Partners Investment Advisory
Virginia
$122K
API
1806
Asset Planning Inc
California
$121K
AA
1807
Addison Advisors
Vermont
$121K
ETC
1808
Exchange Traded Concepts
Oklahoma
$120K
MMCM
1809
Murphy & Mullick Capital Management
New York
$120K
CWM
1810
Centricity Wealth Management
Ohio
$117K
MME
1811
Meag Munich Ergo
Germany
$117K
AC
1812
AlphaCore Capital
California
$117K
IWP
1813
IAG Wealth Partners
Wisconsin
$116K
ME
1814
McIlrath & Eck
Washington
$115K
PWS
1815
Peterson Wealth Services
Utah
$114K
FCT
1816
First Community Trust
Iowa
$114K
QPBE
1817
Quintet Private Bank (Europe)
Luxembourg
$114K
SWP
1818
Strategic Wealth Partners
Ohio
$113K
TS
1819
Tamar Securities
California
$113K
OA
1820
Operose Advisors
Wisconsin
$111K
MYIA
1821
Mount Yale Investment Advisors
Colorado
$109K
BAM
1822
Bellevue Asset Management
Washington
$107K
BTD
1823
BankPlus Trust Department
Mississippi
$106K
SHF
1824
Safe Harbor Fiduciary
Florida
$105K
MA
1825
MCF Advisors
Kentucky
$105K