UPS icon

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
27.77%
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 %
WBC
1951
West Branch Capital
Massachusetts
$18.2K
AWM
1952
Activest Wealth Management
Florida
$17.6K +$14.5K +144 +480%
FCAS
1953
First Command Advisory Services
Texas
$17.4K -$33.1K -328 -66%
RTL
1954
Red Tortoise LLC
Georgia
$16.9K -$1.31K -13 -7%
CAM
1955
Creekmur Asset Management
Illinois
$16.9K -$1.11K -11 -6%
CCM
1956
Carderock Capital Management
Maryland
$16.9K +$16.9K +167 New
HHMI
1957
Howard Hughes Medical Institute
Maryland
$15.9K +$15.9K +158 New
W
1958
WealthCollab
Washington
$15.6K -$2.62K -26 -14%
WOSD
1959
WFA of San Diego
California
$15.6K +$15.6K +155 New
PWMG
1960
Prestige Wealth Management Group
New Jersey
$15.5K
FDCP
1961
Foster Dykema Cabot & Partners
Massachusetts
$15.1K
CWIG
1962
Chung Wu Investment Group
Texas
$15.1K +$15.1K +150 New
PP
1963
PrairieView Partners
Minnesota
$15K
CMP
1964
Coston McIsaac & Partners
Maine
$15K +$197 +2 +1%
VWA
1965
Valued Wealth Advisors
Utah
$14.9K -$6.67K -66 -31%
BL
1966
BFSG LLC
California
$14.1K
AT
1967
Avalon Trust
New Mexico
$13.5K -$201 -2 -1%
PGAM
1968
Princeton Global Asset Management
New Jersey
$13.4K +$10.4K +103 +343%
DFC
1969
DB Fitzpatrick & Co
Idaho
$13K
TIM
1970
Total Investment Management
Arizona
$12.6K +$12.6K +125 New
FFL
1971
Financial Freedom LLC
Ohio
$12.6K
PSFG
1972
Park Square Financial Group
Georgia
$12.4K -$1.01K -10 -8%
KG
1973
Kilter Group
New York
$12.1K +$12.1K +120 New
GWSG
1974
GPS Wealth Strategies Group
Colorado
$11.6K -$2.83K -28 -20%
RWM
1975
Rialto Wealth Management
New York
$11.4K -$4.36K -43 -28%