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United Parcel Service

2,093 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 868 increasing their positions, 847 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: $54.5B → $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: 164 | Existing positions closed: 232

Holders
2,093
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
CA
1951
Crewe Advisors
Utah
$23.8K
CIAS
1952
CBIZ Investment Advisory Services
Ohio
$23.3K
BIA
1953
Bell Investment Advisors
California
$23K
FDW
1954
Fourth Dimension Wealth
Ohio
$22.7K
WA
1955
Whipplewood Advisors
Colorado
$22.3K
GWP
1956
Gen-Wealth Partners
Michigan
$21.9K
CWM
1957
Consultiva Wealth Management
Puerto Rico
$21.7K
TCM
1958
TD Capital Management
Tennessee
$21.7K
PWA
1959
Physician Wealth Advisors
Utah
$21.5K
CB
1960
CNB Bank
Pennsylvania
$21.5K
FRA
1961
Front Row Advisors
California
$21.2K
OP
1962
ORG Partners
Indiana
$21K
TCM
1963
TruNorth Capital Management
Michigan
$20.4K
AT
1964
Arlington Trust
Alabama
$20.2K
SNB
1965
Security National Bank
Nebraska
$20.2K
CPG
1966
Cornerstone Planning Group
New Jersey
$19.9K
APW
1967
Aventura Private Wealth
Florida
$19.7K
QWM
1968
Quaker Wealth Management
New Jersey
$19.4K
CIAM
1969
Caitong International Asset Management
Hong Kong
$19.1K
T
1970
TOBAM
France
$19K
WBC
1971
West Branch Capital
Massachusetts
$18.2K
AWM
1972
Activest Wealth Management
Florida
$17.6K
FCAS
1973
First Command Advisory Services
Texas
$17.4K
RTL
1974
Red Tortoise LLC
Georgia
$16.9K
CAM
1975
Creekmur Asset Management
Illinois
$16.9K