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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 %
ACA
2026
Atlas Capital Advisors
Wyoming
$3.13K
CWM
2027
Cedar Wealth Management
California
$3.1K +$3.1K +31 New
GC
2028
Garde Capital
Washington
$3.03K -$31K -307 -91%
PWA
2029
Principia Wealth Advisory
Texas
$3.03K +$606 +6 +25%
NCM
2030
Northwest Capital Management
Oregon
$3K -$29.9K -299 -91%
KWM
2031
Kiker Wealth Management
Georgia
$2.95K -$263K -2,586 -99%
FFC
2032
First Financial Corp
Indiana
$2.93K -$37.1K -368 -93%
SWIG
2033
Strategic Wealth Investment Group
Kentucky
$2.93K +$2.93K +29 New
MAM
2034
Marquette Asset Management
Minnesota
$2.83K
BC
2035
Bayforest Capital
United Kingdom
$2.73K -$838K -8,300 -100%
AP
2036
Aspect Partners
Virginia
$2.73K -$1.82K -18 -40%
LWA
2037
Lowe Wealth Advisors
Maryland
$2.52K -$4.14K -41 -62%
MLA
2038
MB, Levis & Associates
Pennsylvania
$2.52K
TCA
2039
Trifecta Capital Advisors
Illinois
$2.52K
MCI
2040
MRP Capital Investments
Georgia
$2.52K +$2.52K +25 New
RAM
2041
Riggs Asset Management
Pennsylvania
$2.32K +$1.72K +17 +283%
RWS
2042
Retirement Wealth Solutions
Wisconsin
$2.22K
BCPWM
2043
Bradley & Co Private Wealth Management
Florida
$2.12K
IMC
2044
Investment Management Corporation
Virginia
$2.12K
PS
2045
PayPay Securities
Japan
$2.02K -$303 -3 -13%
AP
2046
Atwood & Palmer
Missouri
$2.02K
FGC
2047
Financial Gravity Companies
Texas
$2.02K +$2.02K +20 New
1NWS
2048
1 North Wealth Services
Maryland
$1.92K
BHWM
2049
Bay Harbor Wealth Management
Maryland
$1.92K +$303 +3 +19%
HIW
2050
Holos Integrated Wealth
Pennsylvania
$1.91K