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United Parcel Service

2,081 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 859 increasing their positions, 845 reducing their positions, and 231 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: $54.3B → $50.2B (-$4.13B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

28% less first-time investments, than exits

New positions opened: 166 | Existing positions closed: 231

Holders
2,081
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
HR
2226
Howe & Rusling
New York
YWS
2227
Yarger Wealth Strategies
Ohio
G
2228
GenTrust
Florida
PCH
2229
PGIM Custom Harvest
New Jersey
BDFN
2230
Bond & Devick Financial Network
Minnesota
WJWM
2231
Williams Jones Wealth Management
New York
AWM
2232
Aries Wealth Management
Maine
TCB
2233
Texas Capital Bancshares
Texas
KCM
2234
Kathmere Capital Management
Pennsylvania
MFGM
2235
Marshall Financial Group (Maryland)
Maryland
DCM
2236
Dudley Capital Management
Virginia
NB
2237
Nicolet Bankshares
Wisconsin
MW
2238
MBL Wealth
North Carolina
WLG
2239
Williamson Legacy Group
Indiana
GHA
2240
GW Henssler & Associates
Georgia
NC
2241
NovaPoint Capital
Georgia
OHWA
2242
Oak Hill Wealth Advisors
Virginia
MS
2243
Madden Securities
Texas
CWM
2244
Compass Wealth Management
Connecticut
NFG
2245
Northeast Financial Group
Pennsylvania
LWM
2246
Lodestone Wealth Management
Washington
NA
2247
Nautilus Advisors
California
CCB
2248
Cutter & Co Brokerage
Missouri
GL
2249
Gerber LLC
Ohio
HF
2250
Holcombe Financial
Georgia