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United Parcel Service

2,089 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 867 increasing their positions, 845 reducing their positions, and 233 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: $54.4B → $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: 165 | Existing positions closed: 233

Holders
2,089
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
LSWP
2226
Liberty Square Wealth Partners
Pennsylvania
WC
2227
Westhampton Capital
North Carolina
ICM
2228
IMS Capital Management
Oregon
WKWM
2229
Walter & Keenan Wealth Management
Indiana
BBA
2230
BLB&B Advisors
Pennsylvania
RZH
2231
Relyea Zuckerberg Hanson
Connecticut
ALA
2232
Atlas Legacy Advisors
California
LNB
2233
Ledyard National Bank
HR
2234
Howe & Rusling
New York
YWS
2235
Yarger Wealth Strategies
Ohio
G
2236
GenTrust
Florida
PCH
2237
PGIM Custom Harvest
New Jersey
BDFN
2238
Bond & Devick Financial Network
Minnesota
WJWM
2239
Williams Jones Wealth Management
New York
AWM
2240
Aries Wealth Management
Maine
TCB
2241
Texas Capital Bancshares
Texas
KCM
2242
Kathmere Capital Management
Pennsylvania
MFGM
2243
Marshall Financial Group (Maryland)
Maryland
DCM
2244
Dudley Capital Management
Virginia
NB
2245
Nicolet Bankshares
Wisconsin
MW
2246
MBL Wealth
North Carolina
WLG
2247
Williamson Legacy Group
Indiana
NC
2248
NovaPoint Capital
Georgia
GHA
2249
GW Henssler & Associates
Georgia
OHWA
2250
Oak Hill Wealth Advisors
Virginia