UPS icon

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
FDW
1951
Fourth Dimension Wealth
Ohio
$22.7K
WA
1952
Whipplewood Advisors
Colorado
$22.3K
GWP
1953
Gen-Wealth Partners
Michigan
$21.9K
CWM
1954
Consultiva Wealth Management
Puerto Rico
$21.7K
TCM
1955
TD Capital Management
Tennessee
$21.7K
PWA
1956
Physician Wealth Advisors
Utah
$21.5K
CB
1957
CNB Bank
Pennsylvania
$21.5K
FRA
1958
Front Row Advisors
California
$21.2K
OP
1959
ORG Partners
Indiana
$21K
TCM
1960
TruNorth Capital Management
Michigan
$20.4K
AT
1961
Arlington Trust
Alabama
$20.2K
SNB
1962
Security National Bank
Nebraska
$20.2K
CPG
1963
Cornerstone Planning Group
New Jersey
$19.9K
QWM
1964
Quaker Wealth Management
New Jersey
$19.4K
CIAM
1965
Caitong International Asset Management
Hong Kong
$19.1K
T
1966
TOBAM
France
$19K
WBC
1967
West Branch Capital
Massachusetts
$18.2K
AWM
1968
Activest Wealth Management
Florida
$17.6K
FCAS
1969
First Command Advisory Services
Texas
$17.4K
RTL
1970
Red Tortoise LLC
Georgia
$16.9K
CAM
1971
Creekmur Asset Management
Illinois
$16.9K
CCM
1972
Carderock Capital Management
Maryland
$16.9K
HHMI
1973
Howard Hughes Medical Institute
Maryland
$15.9K
W
1974
WealthCollab
Washington
$15.6K
WOSD
1975
WFA of San Diego
California
$15.6K