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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 %
TF
1826
Tompkins Financial
New York
$83.3K -$12.5K -124 -13%
SFCL
1827
Strengthening Families & Communities LLC
Massachusetts
$83.3K +$9.35K +85 +13%
LI
1828
LRI Investments
Florida
$82K -$2.22K -22 -3%
IWM
1829
Inlight Wealth Management
Georgia
$81.5K -$58.2K -577 -42%
ACA
1830
American Capital Advisory
Idaho
$81.4K
PMFA
1831
Plante Moran Financial Advisors
Michigan
$80.8K
BWL
1832
Bogart Wealth LLC
Virginia
$79.2K +$39K +386 +97%
CAL
1833
Capital Advisors Ltd
Ohio
$78K -$32.4K -319 -29%
MHR
1834
Matthew Hamilton Rosenberg
$76.6K -$12.5K -124 -14%
BCMLT
1835
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.8K +$2.93K +29 +4%
TWD
1836
True Wealth Design
Ohio
$71K +$12.7K +126 +22%
GITFIT
1837
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$70.7K +$70.7K +700 New
IWM
1838
IMG Wealth Management
Florida
$67.8K +$47.6K +472 +236%
HDIM
1839
Hanson & Doremus Investment Management
Vermont
$67K +$67K +666 New
TFA
1840
Toth Financial Advisory
Virginia
$66.1K -$7.27K -72 -10%
RPA
1841
Redwood Park Advisors
California
$65.9K +$303 +3 +0.5%
BHWM
1842
Beaird Harris Wealth Management
Texas
$65.1K +$20.2K +200 +45%
WTFG
1843
Wood Tarver Financial Group
Idaho
$64K
GIM
1844
Generali Investments Management
Slovenia
$63.9K
RS
1845
Rakuten Securities
Japan
$63.4K -$128K -1,266 -67%
VWA
1846
VSM Wealth Advisory
Maryland
$62.5K +$18.1K +179 +41%
NRG
1847
Nemes Rush Group
Michigan
$61.7K -$102K -1,013 -62%
AG
1848
AmeriFlex Group
Nevada
$61.7K -$63.9K -635 -51%
ATC
1849
Advantage Trust Company
Kansas
$60.6K +$10.1K +100 +20%
VC
1850
Vestor Capital
Illinois
$59K -$36.8K -499 -38%