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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
VIS
2001
Vega Investment Solutions
France
$10.1K
HWM
2002
HighMark Wealth Management
Minnesota
$10K
BFS
2003
Burkett Financial Services
South Carolina
$9.48K
MAM
2004
Meeder Asset Management
Ohio
$9.19K
HFS
2005
Horizon Financial Services
North Carolina
$9.09K
VNA
2006
Valley National Advisers
Pennsylvania
$9K
FCG
2007
Financial Connections Group
California
$9K
HWP
2008
Highline Wealth Partners
California
$8.83K
VWM
2009
Vermillion Wealth Management
Minnesota
$8.78K
CVM
2010
Cheviot Value Management
California
$8.67K
YP
2011
YANKCOM Partnership
South Dakota
$8.58K
BWAM
2012
Boyd Watterson Asset Management
Ohio
$7.77K
PWM
2013
Proathlete Wealth Management
Florida
$7.67K
OW
2014
Olistico Wealth
Oklahoma
$7.57K
EAM
2015
Eukles Asset Management
Ohio
$7.37K
HFS
2016
Hughes Financial Services
Virginia
$7.16K
CMA
2017
Cedar Mountain Advisors
Oregon
$7.11K
GC
2018
Gould Capital
Washington
$7.07K
EWP
2019
Elevation Wealth Partners
California
$7.07K
IHWM
2020
Iron Horse Wealth Management
Iowa
$7.07K
BFS
2021
Bare Financial Services
Pennsylvania
$7.07K
EA
2022
Evolution Advisers
Virginia
$7K
UBP
2023
Union Bancaire Privee
Switzerland
$6.88K
WPA
2024
Wealth Preservation Advisors
Tennessee
$5.75K
TIM
2025
Tortoise Investment Management
New York
$5.75K