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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
CCM
1976
Carderock Capital Management
Maryland
$16.9K
HHMI
1977
Howard Hughes Medical Institute
Maryland
$15.9K
W
1978
WealthCollab
Washington
$15.6K
WOSD
1979
WFA of San Diego
California
$15.6K
PWMG
1980
Prestige Wealth Management Group
New Jersey
$15.5K
FDCP
1981
Foster Dykema Cabot & Partners
Massachusetts
$15.1K
CWIG
1982
Chung Wu Investment Group
Texas
$15.1K
PP
1983
PrairieView Partners
Minnesota
$15K
CMP
1984
Coston McIsaac & Partners
Maine
$15K
VWA
1985
Valued Wealth Advisors
Utah
$14.9K
BL
1986
BFSG LLC
California
$14.1K
AT
1987
Avalon Trust
New Mexico
$13.5K
PGAM
1988
Princeton Global Asset Management
New Jersey
$13.4K
DFC
1989
DB Fitzpatrick & Co
Idaho
$13K
TIM
1990
Total Investment Management
Arizona
$12.6K
FFL
1991
Financial Freedom LLC
Ohio
$12.6K
PSFG
1992
Park Square Financial Group
Georgia
$12.4K
KG
1993
Kilter Group
New York
$12.1K
GWSG
1994
GPS Wealth Strategies Group
Colorado
$11.6K
RWM
1995
Rialto Wealth Management
New York
$11.4K
MFT
1996
Moisand Fitzgerald Tamayo
Florida
$11.3K
CW
1997
Curio Wealth
Maryland
$11.1K
TIM
1998
Thompson Investment Management
Wisconsin
$11K
AW
1999
Avion Wealth
Texas
$11K
SC
2000
Solstein Capital
California
$10.8K