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United Parcel Service

2,093 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 868 increasing their positions, 847 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: $54.5B → $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: 164 | Existing positions closed: 232

Holders
2,093
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
CWP
2201
Capital Wealth Planning
Florida
PMIA
2202
Patrick Mauro Investment Advisor
Illinois
VIM
2203
Vista Investment Management
Pennsylvania
HBS
2204
Howard Bailey Securities
Indiana
BMCM
2205
Burns Matteson Capital Management
New York
OWP
2206
ORG Wealth Partners
Texas
QL
2207
Quarry LP
New York
CCA
2208
Childress Capital Advisors
Texas
V
2209
ViaWealth
Kansas
PC
2210
Peavine Capital
Nevada
EI
2211
Ellevest Inc
New York
DI
2212
DAGCO Inc
Ohio
PWM
2213
Pines Wealth Management
North Carolina
EC
2214
EntryPoint Capital
New York
CCA
2215
Corps Capital Advisors
Texas
IFU
2216
iSAM Funds (UK)
United Kingdom
MIG
2217
McGuire Investment Group
Rhode Island
3IP
2218
3Chopt Investment Partners
Virginia
TIA
2219
Tandem Investment Advisors
South Carolina
PPWP
2220
Premier Path Wealth Partners
New Jersey
GIM
2221
Guardian Investment Management
California
CPA
2222
Capital Performance Advisors
California
VCP
2223
Verus Capital Partners
Arizona
SCI
2224
S&CO Inc
Massachusetts
SIM
2225
Sentry Investment Management
Wisconsin