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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
MBFW
1926
Morton Brown Family Wealth
Pennsylvania
$27.9K
IA
1927
IFS Advisors
Kansas
$27.7K
MCM
1928
MV Capital Management
Maryland
$27.3K
FCMT
1929
Founders Capital Management (Texas)
Texas
$27.3K
DF
1930
Dunhill Financial
United Kingdom
$27.2K
SO
1931
Sierra Ocean
California
$26.8K
SL
1932
Salomon & Ludwin
Virginia
$26.7K
FP
1933
Financial Perspectives
Minnesota
$25.6K
MAWAG
1934
Mid-American Wealth Advisory Group
Missouri
$25.6K
MSWA
1935
Marshall & Sterling Wealth Advisors
New York
$25.4K
GJIA
1936
Glass Jacobson Investment Advisors
Maryland
$25.4K
SC
1937
Stephens Consulting
Michigan
$25.4K
FGA
1938
Fortis Group Advisors
New Jersey
$25.2K
EPIME
1939
Evelyn Partners Investment Management (Europe)
$25.2K
CNBTD
1940
Citizens National Bank Trust Department
Mississippi
$25.2K
PSB
1941
Piscataqua Savings Bank
New Hampshire
$25.2K
KSB
1942
Kennebec Savings Bank
Maine
$24.9K
FNWA
1943
Financial Network Wealth Advisors
Utah
$24.4K
GTAM
1944
Global Trust Asset Management
Florida
$24.2K
AIA
1945
Aventus Investment Advisors
Florida
$24K
OAJ
1946
Ogorek Anthony Joseph
New York
$24K
JGIA
1947
Jackson Grant Investment Advisers
Connecticut
$23.9K
CA
1948
Crewe Advisors
Utah
$23.8K
CIAS
1949
CBIZ Investment Advisory Services
Ohio
$23.3K
BIA
1950
Bell Investment Advisors
California
$23K