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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
HIMS
2001
Hager Investment Management Services
New Hampshire
$10.6K
AWM
2002
AllSquare Wealth Management
New York
$10.5K
PWMG
2003
Private Wealth Management Group
New Jersey
$10.3K
IRAG
2004
Investment Research & Advisory Group
Georgia
$10.1K
VIS
2005
Vega Investment Solutions
France
$10.1K
HWM
2006
HighMark Wealth Management
Minnesota
$10K
BFS
2007
Burkett Financial Services
South Carolina
$9.48K
MAM
2008
Meeder Asset Management
Ohio
$9.19K
HFS
2009
Horizon Financial Services
North Carolina
$9.09K
VNA
2010
Valley National Advisers
Pennsylvania
$9K
FCG
2011
Financial Connections Group
California
$9K
HWP
2012
Highline Wealth Partners
California
$8.83K
VWM
2013
Vermillion Wealth Management
Minnesota
$8.78K
CVM
2014
Cheviot Value Management
California
$8.67K
YP
2015
YANKCOM Partnership
South Dakota
$8.58K
BWAM
2016
Boyd Watterson Asset Management
Ohio
$7.77K
PWM
2017
Proathlete Wealth Management
Florida
$7.67K
OW
2018
Olistico Wealth
Oklahoma
$7.57K
EAM
2019
Eukles Asset Management
Ohio
$7.37K
HFS
2020
Hughes Financial Services
Virginia
$7.16K
CMA
2021
Cedar Mountain Advisors
Oregon
$7.11K
GC
2022
Gould Capital
Washington
$7.07K
IHWM
2023
Iron Horse Wealth Management
Iowa
$7.07K
EWP
2024
Elevation Wealth Partners
California
$7.07K
BFS
2025
Bare Financial Services
Pennsylvania
$7.07K