UPS icon

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 %
GSWA
2176
Good Steward Wealth Advisors
Tennessee
-$356K -3,236 Closed
TPI
2177
Trust Point Inc
Wisconsin
-$342K -3,108 Closed
CWP
2178
Capital Wealth Planning
Florida
-$326K -2,966 Closed
PMIA
2179
Patrick Mauro Investment Advisor
Illinois
-$316K -2,870 Closed
VIM
2180
Vista Investment Management
Pennsylvania
-$315K -2,861 Closed
HBS
2181
Howard Bailey Securities
Indiana
-$313K -2,843 Closed
BMCM
2182
Burns Matteson Capital Management
New York
-$309K -2,812 Closed
OWP
2183
ORG Wealth Partners
Texas
-$302K -2,752 Closed
QL
2184
Quarry LP
New York
-$299K -2,719 Closed
CCA
2185
Childress Capital Advisors
Texas
-$291K -2,650 Closed
V
2186
ViaWealth
Kansas
-$289K -2,626 Closed
PC
2187
Peavine Capital
Nevada
-$286K -2,600 Closed
EI
2188
Ellevest Inc
New York
-$285K -2,589 Closed
DI
2189
DAGCO Inc
Ohio
-$281K -2,559 Closed
PWM
2190
Pines Wealth Management
North Carolina
-$232K -2,527 Closed
EC
2191
EntryPoint Capital
New York
-$276K -2,505 Closed
CCA
2192
Corps Capital Advisors
Texas
-$275K -2,500 Closed
IFU
2193
iSAM Funds (UK)
United Kingdom
-$274K -2,495 Closed
MIG
2194
McGuire Investment Group
Rhode Island
-$274K -2,494 Closed
3IP
2195
3Chopt Investment Partners
Virginia
-$273K -2,483 Closed
TIA
2196
Tandem Investment Advisors
South Carolina
-$269K -2,442 Closed
PPWP
2197
Premier Path Wealth Partners
New Jersey
-$258K -2,349 Closed
GIM
2198
Guardian Investment Management
California
-$255K -2,300 Closed
CPA
2199
Capital Performance Advisors
California
-$252K -2,295 Closed
VCP
2200
Verus Capital Partners
Arizona
-$252K -2,293 Closed