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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
MS
2251
Madden Securities
Texas
CWM
2252
Compass Wealth Management
Connecticut
NFG
2253
Northeast Financial Group
Pennsylvania
LWM
2254
Lodestone Wealth Management
Washington
NA
2255
Nautilus Advisors
California
CCB
2256
Cutter & Co Brokerage
Missouri
GL
2257
Gerber LLC
Ohio
HF
2258
Holcombe Financial
Georgia
CAWM
2259
Capital Advisors Wealth Management
Washington
EFM
2260
E Fund Management
China
PCP
2261
Proficio Capital Partners
Massachusetts
LCM
2262
Leisure Capital Management
California
LAM
2263
Lakewood Asset Management
Illinois
PIA
2264
Perennial Investment Advisors
California
RFP
2265
Root Financial Partners
California
CI
2266
Cambiar Investors
Colorado
RTC
2267
Real Talk Capital
Tennessee
TPWA
2268
TRUE Private Wealth Advisors
Oregon
DBIA
2269
Dumont & Blake Investment Advisors
New Jersey
CRI
2270
Colonial River Investments
Virginia
ASC
2271
Atalanta Sosnoff Capital
New York
FA
2272
FDx Advisors
Illinois
BO
2273
Bank OZK
Arkansas
NWWA
2274
New Wave Wealth Advisors
Arkansas
SAM
2275
Sawgrass Asset Management
Florida