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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
EFM
2251
E Fund Management
China
CAWM
2252
Capital Advisors Wealth Management
Washington
PCP
2253
Proficio Capital Partners
Massachusetts
LCM
2254
Leisure Capital Management
California
PIA
2255
Perennial Investment Advisors
California
LAM
2256
Lakewood Asset Management
Illinois
RFP
2257
Root Financial Partners
California
CI
2258
Cambiar Investors
Colorado
RTC
2259
Real Talk Capital
Tennessee
TPWA
2260
TRUE Private Wealth Advisors
Oregon
DBIA
2261
Dumont & Blake Investment Advisors
New Jersey
CRI
2262
Colonial River Investments
Virginia
FA
2263
FDx Advisors
Illinois
ASC
2264
Atalanta Sosnoff Capital
New York
BO
2265
Bank OZK
Arkansas
NWWA
2266
New Wave Wealth Advisors
Arkansas
SAM
2267
Sawgrass Asset Management
Florida
PBK
2268
Peoples Bank (Kansas)
Kansas
HIIFS
2269
Harel Insurance Investments & Financial Services
Israel
IC
2270
Inscription Capital
Texas
Cohen & Steers
2271
Cohen & Steers
New York
MIM
2272
Marshall Investment Management
Colorado
GFPC
2273
Global Financial Private Client
Florida
QC
2274
Quent Capital
New York
WF
2275
Wayfinding Financial
Washington