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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
KA
2026
Kozak & Associates
Colorado
$5.39K
DWM
2027
Dogwood Wealth Management
Kansas
$5.32K
PA
2028
Pineridge Advisors
Missouri
$5.27K
LC
2029
Luminist Capital
Michigan
$5.22K
CB
2030
Centennial Bank
Arkansas
$5.05K
CWA
2031
Carolina Wealth Advisors
South Carolina
$5.05K
CFS
2032
CGC Financial Services
Oregon
$5.05K
TPW
2033
Talon Private Wealth
Florida
$5.05K
1IA
2034
1620 Investment Advisors
Massachusetts
$4.84K
Q1WB
2035
Quest 10 Wealth Builders
Virginia
$4.73K
HCMG
2036
Howard Capital Management Group
California
$4.64K
SRCM
2037
Signature Resources Capital Management
California
$4.54K
ECM
2038
Estabrook Capital Management
New York
$4.04K
SWIM
2039
Smallwood Wealth Investment Management
New Jersey
$3.94K
CFS
2040
Compass Financial Services
Iowa
$3.88K
T
2041
Transce3nd
Texas
$3.43K
NOI
2042
Newton One Investments
Delaware
$3.26K
ACA
2043
Atlas Capital Advisors
Wyoming
$3.13K
CWM
2044
Cedar Wealth Management
California
$3.1K
GC
2045
Garde Capital
Washington
$3.03K
PWA
2046
Principia Wealth Advisory
Texas
$3.03K
NCM
2047
Northwest Capital Management
Oregon
$3K
KWM
2048
Kiker Wealth Management
Georgia
$2.95K
FFC
2049
First Financial Corp
Indiana
$2.93K
SWIG
2050
Strategic Wealth Investment Group
Kentucky
$2.93K