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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
PWMG
1976
Prestige Wealth Management Group
New Jersey
$15.5K
FDCP
1977
Foster Dykema Cabot & Partners
Massachusetts
$15.1K
CWIG
1978
Chung Wu Investment Group
Texas
$15.1K
PP
1979
PrairieView Partners
Minnesota
$15K
CMP
1980
Coston McIsaac & Partners
Maine
$15K
VWA
1981
Valued Wealth Advisors
Utah
$14.9K
BL
1982
BFSG LLC
California
$14.1K
AT
1983
Avalon Trust
New Mexico
$13.5K
PGAM
1984
Princeton Global Asset Management
New Jersey
$13.4K
DFC
1985
DB Fitzpatrick & Co
Idaho
$13K
TIM
1986
Total Investment Management
Arizona
$12.6K
FFL
1987
Financial Freedom LLC
Ohio
$12.6K
PSFG
1988
Park Square Financial Group
Georgia
$12.4K
KG
1989
Kilter Group
New York
$12.1K
GWSG
1990
GPS Wealth Strategies Group
Colorado
$11.6K
RWM
1991
Rialto Wealth Management
New York
$11.4K
MFT
1992
Moisand Fitzgerald Tamayo
Florida
$11.3K
CW
1993
Curio Wealth
Maryland
$11.1K
TIM
1994
Thompson Investment Management
Wisconsin
$11K
AW
1995
Avion Wealth
Texas
$11K
SC
1996
Solstein Capital
California
$10.8K
HIMS
1997
Hager Investment Management Services
New Hampshire
$10.6K
AWM
1998
AllSquare Wealth Management
New York
$10.5K
PWMG
1999
Private Wealth Management Group
New Jersey
$10.3K
IRAG
2000
Investment Research & Advisory Group
Georgia
$10.1K