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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 %
NC
1851
North Capital
Utah
$57K -$7.37K -73 -11%
MSFP
1852
Mark Sheptoff Financial Planning
Connecticut
$55.5K
EWM
1853
Evermay Wealth Management
Virginia
$54.8K -$122K -1,207 -69%
TFM
1854
TFC Financial Management
Massachusetts
$53.9K -$505 -5 -0.9%
SIC
1855
Salem Investment Counselors
North Carolina
$51K -$5.75K -57 -10%
CJH
1856
Christopher J. Hasenberg
Wisconsin
$50.8K
IAS
1857
IMA Advisory Services
Colorado
$50.2K
MTIC
1858
Missouri Trust & Investment Company
Missouri
$49K -$11.1K -110 -18%
RFG
1859
REAP Financial Group
Texas
$48.7K +$12.8K +127 +36%
EDRH
1860
Edmond de Rothschild Holding
Switzerland
$48.7K -$3.65M -36,191 -99%
PP
1861
Pacifica Partners
Canada
$48K +$5.06K +50 +12%
CT
1862
Clearstead Trust
Maine
$47.9K -$78.8K -781 -62%
SC
1863
Swan Capital
Florida
$46.8K +$2.52K +25 +6%
RF
1864
Rossby Financial
Florida
$44.9K +$11.1K +110 +33%
PH
1865
Pinnacle Holdings
Oklahoma
$44.9K +$44.9K +445 New
BAM
1866
Byrne Asset Management
New Jersey
$44.2K -$482K -4,772 -92%
NECFA
1867
New England Capital Financial Advisors
Connecticut
$43.3K +$202 +2 +0.5%
CH
1868
Canton Hathaway
Rhode Island
$43K
PCFFS
1869
Pacific Center for Financial Services
California
$42.9K
PS
1870
Pinney & Scofield
Massachusetts
$42.2K +$3.94K +39 +10%
CA
1871
Centerpoint Advisors
Massachusetts
$42K +$23.5K +232 +127%
AWM
1872
Abound Wealth Management
Tennessee
$41.3K
DIP
1873
DT Investment Partners
Pennsylvania
$41.1K -$75.2K -745 -65%
EIM
1874
Essex Investment Management
Massachusetts
$40.8K
SFA
1875
Semmax Financial Advisors
North Carolina
$40.4K -$34.7K -401 -46%