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