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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 %
KSB
1926
Kennebec Savings Bank
Maine
$24.9K
FNWA
1927
Financial Network Wealth Advisors
Utah
$24.4K -$34.6K -343 -59%
GTAM
1928
Global Trust Asset Management
Florida
$24.2K -$48.5K -480 -67%
OAJ
1929
Ogorek Anthony Joseph
New York
$24K +$4.38K +44 +22%
JGIA
1930
Jackson Grant Investment Advisers
Connecticut
$23.9K
CA
1931
Crewe Advisors
Utah
$23.8K +$15.1K +150 +174%
CIAS
1932
CBIZ Investment Advisory Services
Ohio
$23.3K +$11.9K +118 +104%
BIA
1933
Bell Investment Advisors
California
$23K +$4.85K +48 +27%
FDW
1934
Fourth Dimension Wealth
Ohio
$22.7K
EPIMS
1935
Evelyn Partners Investment Management Services
$22.3K -$536K -384 -96%
WA
1936
Whipplewood Advisors
Colorado
$22.3K -$12.5K -124 -36%
GWP
1937
Gen-Wealth Partners
Michigan
$21.9K +$1.41K +14 +7%
CWM
1938
Consultiva Wealth Management
Puerto Rico
$21.7K
TCM
1939
TD Capital Management
Tennessee
$21.7K +$21.7K +215 New
PWA
1940
Physician Wealth Advisors
Utah
$21.5K +$3.33K +33 +18%
CB
1941
CNB Bank
Pennsylvania
$21.5K -$25.1K -249 -54%
FRA
1942
Front Row Advisors
California
$21.2K
OP
1943
ORG Partners
Indiana
$21K -$34.3K -328 -62%
TCM
1944
TruNorth Capital Management
Michigan
$20.4K -$26.2K -260 -56%
AT
1945
Arlington Trust
Alabama
$20.2K -$7.57K -75 -27%
SNB
1946
Security National Bank
Nebraska
$20.2K
CPG
1947
Cornerstone Planning Group
New Jersey
$19.9K +$2.34K +27 +13%
QWM
1948
Quaker Wealth Management
New Jersey
$19.4K +$19.4K +192 New
CIAM
1949
Caitong International Asset Management
Hong Kong
$19.1K +$18.6K +184 +3,680%
T
1950
TOBAM
France
$19K -$690K -7,004 -97%