UPS icon

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 %
MW
2226
MBL Wealth
North Carolina
-$213K -1,933 Closed
WLG
2227
Williamson Legacy Group
Indiana
-$213K -1,932 Closed
NC
2228
NovaPoint Capital
Georgia
-$212K -1,924 Closed
GHA
2229
GW Henssler & Associates
Georgia
-$212K -1,924 Closed
OHWA
2230
Oak Hill Wealth Advisors
Virginia
-$210K -1,912 Closed
MS
2231
Madden Securities
Texas
-$210K -1,910 Closed
CWM
2232
Compass Wealth Management
Connecticut
-$209K -1,900 Closed
NFG
2233
Northeast Financial Group
Pennsylvania
-$209K -1,897 Closed
LWM
2234
Lodestone Wealth Management
Washington
-$208K -1,895 Closed
NA
2235
Nautilus Advisors
California
-$208K -1,891 Closed
CCB
2236
Cutter & Co Brokerage
Missouri
-$208K -1,889 Closed
GL
2237
Gerber LLC
Ohio
-$207K -1,885 Closed
HF
2238
Holcombe Financial
Georgia
-$207K -1,883 Closed
CAWM
2239
Capital Advisors Wealth Management
Washington
-$207K -1,881 Closed
EFM
2240
E Fund Management
China
-$207K -1,881 Closed
PCP
2241
Proficio Capital Partners
Massachusetts
-$206K -1,877 Closed
LCM
2242
Leisure Capital Management
California
-$206K -1,876 Closed
PIA
2243
Perennial Investment Advisors
California
-$206K -1,872 Closed
LAM
2244
Lakewood Asset Management
Illinois
-$206K -1,872 Closed
RFP
2245
Root Financial Partners
California
-$206K -1,869 Closed
CI
2246
Cambiar Investors
Colorado
-$204K -1,856 Closed
RTC
2247
Real Talk Capital
Tennessee
-$204K -1,855 Closed
TPWA
2248
TRUE Private Wealth Advisors
Oregon
-$204K -1,850 Closed
DBIA
2249
Dumont & Blake Investment Advisors
New Jersey
-$202K -1,836 Closed
CRI
2250
Colonial River Investments
Virginia
-$201K -1,829 Closed