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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
NFSG
1901
Newbridge Financial Services Group
Florida
$36.8K
OWA
1902
Opal Wealth Advisors
New York
$36.6K
JFA
1903
JNBA Financial Advisors
Minnesota
$36.3K
PFG
1904
Putney Financial Group
California
$36K
CAC
1905
Core Alternative Capital
Georgia
$35.7K
RCM
1906
Richardson Capital Management
Wisconsin
$35.3K
ABWM
1907
Alpine Bank Wealth Management
Colorado
$35K
EPIM
1908
Evelyn Partners Investment Management
$34K
FIA
1909
FNY Investment Advisers
New York
$34K
RWM
1910
RMG Wealth Management
Wisconsin
$34K
PP
1911
Pingora Partners
Wyoming
$33.8K
WAS
1912
Winch Advisory Services
Wisconsin
$33.5K
JGCM
1913
Joseph Group Capital Management
Ohio
$33.3K
WA
1914
WPG Advisers
Maryland
$33.2K
MEG
1915
Millstone Evans Group
Colorado
$32.8K
GK
1916
Graney & King
New York
$32.7K
T
1917
Tidemark
California
$30.8K
ETS
1918
ESL Trust Services
New York
$30.3K
PPA
1919
Painted Porch Advisors
California
$29.4K
TPWA
1920
Twin Peaks Wealth Advisors
California
$29.2K
VWWMG
1921
Vermillion & White Wealth Management Group
Pennsylvania
$29.1K
FWM
1922
FSA Wealth Management
Massachusetts
$28.8K
HFS
1923
Hopwood Financial Services
Virginia
$28.5K
TFGT
1924
TS Financial Group (TSFG)
Illinois
$28K
HWM
1925
Hemington Wealth Management
Virginia
$28K