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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
27.77%
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 %
MFT
1976
Moisand Fitzgerald Tamayo
Florida
$11.3K -$7.87K -78 -41%
CW
1977
Curio Wealth
Maryland
$11.1K +$11K +109 +10,900%
TIM
1978
Thompson Investment Management
Wisconsin
$11K
AW
1979
Avion Wealth
Texas
$11K -$32.9K -338 -75%
SC
1980
Solstein Capital
California
$10.8K +$10.8K +107 New
HIMS
1981
Hager Investment Management Services
New Hampshire
$10.6K -$7.07K -70 -40%
AWM
1982
AllSquare Wealth Management
New York
$10.5K
PWMG
1983
Private Wealth Management Group
New Jersey
$10.3K -$4.64K -46 -31%
IRAG
1984
Investment Research & Advisory Group
Georgia
$10.1K
VIS
1985
Vega Investment Solutions
France
$10.1K +$10.1K +100 New
T
1986
Tableaux
Massachusetts
$10K +$10K +10,000 New
HWM
1987
HighMark Wealth Management
Minnesota
$10K -$506 -5 -5%
BFS
1988
Burkett Financial Services
South Carolina
$9.48K +$202 +2 +2%
MAM
1989
Meeder Asset Management
Ohio
$9.19K -$259K -2,564 -97%
HFS
1990
Horizon Financial Services
North Carolina
$9.09K
VNA
1991
Valley National Advisers
Pennsylvania
$9K -$77.3K -790 -90%
FCG
1992
Financial Connections Group
California
$9K +$6.15K +67 +216%
HWP
1993
Highline Wealth Partners
California
$8.83K +$2.64K +26 +43%
VWM
1994
Vermillion Wealth Management
Minnesota
$8.78K
CVM
1995
Cheviot Value Management
California
$8.67K
YP
1996
YANKCOM Partnership
South Dakota
$8.58K +$202 +2 +2%
BWAM
1997
Boyd Watterson Asset Management
Ohio
$7.77K -$6.86K -68 -47%
PWM
1998
Proathlete Wealth Management
Florida
$7.67K
OW
1999
Olistico Wealth
Oklahoma
$7.57K -$1.11K -11 -13%
EAM
2000
Eukles Asset Management
Ohio
$7.37K