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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 %
MPW
2051
MASECO Private Wealth
$1.9K +$1.9K +19 New
HC
2052
Hara Capital
Washington
$1.82K
PWM
2053
Parkworth Wealth Management
California
$1.82K +$1.31K +13 +260%
CCMI
2054
Creative Capital Management Investments
California
$1.72K +$1.72K +17 New
MSG
2055
Main Street Group
Virginia
$1.62K -$1.41K -14 -47%
NL
2056
NVWM LLC
Pennsylvania
$1.51K -$404 -4 -21%
TFA
2057
Transamerica Financial Advisors
Florida
$1.5K -$1.5K -15 -50%
SIC
2058
SJS Investment Consulting
Ohio
$1.31K -$18.9K -187 -94%
PWA
2059
Provenance Wealth Advisors
Florida
$1.31K -$2.12K -21 -62%
RJA
2060
Ross\Johnson & Associates
Minnesota
$1.31K
HIA
2061
HFM Investment Advisors
New Jersey
$1.21K +$706 +7 +140%
GPFA
2062
Game Plan Financial Advisors
Ohio
$1.11K
CFG
2063
CKW Financial Group
Hawaii
$1K
NWM
2064
Nova Wealth Management
Florida
$776 +$194 +2 +33%
LFA
2065
LGT Financial Advisors
Texas
$707 +$707 +7 New
SHIM
2066
Stone House Investment Management
Pennsylvania
$707 +$707 +7 New
FMP
2067
Financial Management Professionals
Texas
$404 -$283K -2,805 -100%
CTWM
2068
Cherry Tree Wealth Management
Minnesota
$303
KHC
2069
Koesten Hirschmann & Crabtree
Kansas
$254 +$85 +1 +50%
HNW
2070
High Note Wealth
Minnesota
$202 +$202 +2 New
OLVIG
2071
Oliver Lagore Vanvalin Investment Group
Michigan
$178 +$178 +2 New
JSSH
2072
J. Safra Sarasin Holding
-$46.3M -420,634 Closed
CIP
2073
Cornerstone Investment Partners
Georgia
-$29.8M -270,609 Closed
USAA
2074
United Services Automobile Association
Texas
-$19.2M -175,117 Closed
BCM
2075
Bridgeway Capital Management
Texas
-$19M -173,050 Closed