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United Parcel Service

2,070 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, 858 increasing their positions, 840 reducing their positions, and 230 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
-102
Holders Change %
-4.7%
% of All Funds
27.76%
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
858
Reduced
840
Closed
230
Calls
$1.89B
Puts
$1.7B
Net Calls
+$187M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
EPAM
2201
Evelyn Partners Asset Management
-$60.2K -2,263 Closed
SIM
2202
Sentry Investment Management
Wisconsin
-$214K -2,236 Closed
BB
2203
Busey Bank
Illinois
-$234K -2,130 Closed
S
2204
Sunpointe
Missouri
-$230K -2,091 Closed
TVAMP
2205
Tennessee Valley Asset Management Partners
Tennessee
-$229K -2,079 Closed
LSWP
2206
Liberty Square Wealth Partners
Pennsylvania
-$229K -2,078 Closed
WC
2207
Westhampton Capital
North Carolina
-$228K -2,070 Closed
ICM
2208
IMS Capital Management
Oregon
-$227K -2,065 Closed
WKWM
2209
Walter & Keenan Wealth Management
Indiana
-$225K -2,042 Closed
BBA
2210
BLB&B Advisors
Pennsylvania
-$224K -2,035 Closed
RZH
2211
Relyea Zuckerberg Hanson
Connecticut
-$223K -2,032 Closed
ALA
2212
Atlas Legacy Advisors
California
-$223K -2,025 Closed
LNB
2213
Ledyard National Bank
-$222K -2,020 Closed
HR
2214
Howe & Rusling
New York
-$221K -2,014 Closed
YWS
2215
Yarger Wealth Strategies
Ohio
-$221K -2,013 Closed
G
2216
GenTrust
Florida
-$220K -2,002 Closed
PCH
2217
PGIM Custom Harvest
New Jersey
-$218K -1,985 Closed
BDFN
2218
Bond & Devick Financial Network
Minnesota
-$217K -1,971 Closed
WJWM
2219
Williams Jones Wealth Management
New York
-$216K -1,960 Closed
AWM
2220
Aries Wealth Management
Maine
-$215K -1,956 Closed
TCB
2221
Texas Capital Bancshares
Texas
-$214K -1,949 Closed
KCM
2222
Kathmere Capital Management
Pennsylvania
-$214K -1,948 Closed
MFGM
2223
Marshall Financial Group (Maryland)
Maryland
-$214K -1,943 Closed
DCM
2224
Dudley Capital Management
Virginia
-$213K -1,937 Closed
NB
2225
Nicolet Bankshares
Wisconsin
-$213K -1,934 Closed