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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 %
HFS
2001
Hughes Financial Services
Virginia
$7.16K -$1.38K -16 -16%
CMA
2002
Cedar Mountain Advisors
Oregon
$7.11K +$102 +1 +1%
GC
2003
Gould Capital
Washington
$7.07K -$1.31K -13 -16%
IHWM
2004
Iron Horse Wealth Management
Iowa
$7.07K
EWP
2005
Elevation Wealth Partners
California
$7.07K
BFS
2006
Bare Financial Services
Pennsylvania
$7.07K +$5.25K +52 +289%
EA
2007
Evolution Advisers
Virginia
$7K
UBP
2008
Union Bancaire Privee
Switzerland
$6.88K
WPA
2009
Wealth Preservation Advisors
Tennessee
$5.75K -$1.31K -13 -19%
TIM
2010
Tortoise Investment Management
New York
$5.75K +$3.13K +31 +119%
KA
2011
Kozak & Associates
Colorado
$5.39K -$711 -7 -12%
DWM
2012
Dogwood Wealth Management
Kansas
$5.32K +$614 +6 +13%
PA
2013
Pineridge Advisors
Missouri
$5.27K +$101 +1 +2%
LC
2014
Luminist Capital
Michigan
$5.22K +$5.22K +50 New
CWA
2015
Carolina Wealth Advisors
South Carolina
$5.05K
CB
2016
Centennial Bank
Arkansas
$5.05K
CFS
2017
CGC Financial Services
Oregon
$5.05K
TPW
2018
Talon Private Wealth
Florida
$5.05K +$5.05K +50 New
1IA
2019
1620 Investment Advisors
Massachusetts
$4.85K -$808 -8 -14%
HCMG
2020
Howard Capital Management Group
California
$4.64K +$1.82K +18 +64%
SRCM
2021
Signature Resources Capital Management
California
$4.54K
ECM
2022
Estabrook Capital Management
New York
$4.04K
CFS
2023
Compass Financial Services
Iowa
$3.88K
T
2024
Transce3nd
Texas
$3.43K -$9.59K -95 -74%
NOI
2025
Newton One Investments
Delaware
$3.26K