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United Parcel Service
UPS

Overview Fund Activity

2,070 hedge funds and large institutions have $50B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 858 increasing their positions, 840 reducing their positions, and 230 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
-102
Holders Change %
-4.7%
% of All Funds
27.76%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.42%
New
163
Increased
858
Reduced
840
Closed
230
Calls
$1.89B
Puts
$1.7B
Net Calls
+$187M
Net Calls Change
+$143M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$744M
2
BlackRock
BlackRock
New York
$5.06B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$224M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$413M
5
Invesco
Invesco
Georgia
$578M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$64.6M
2
Amundi
Amundi
France
$281M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$967M
4
Bank of America
Bank of America
North Carolina
$873M
5
Wells Fargo
Wells Fargo
California
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
2276
Abound Financial
California
– -$16.9K -154 Closed
AFS
2277
Anderson Financial Strategies
Ohio
– -$16.5K -150 Closed
VBA
2278
von Borstel & Associates
Oregon
– -$14K -128 Closed
GA
2279
GoalVest Advisory
New York
– -$11.3K -103 Closed
FC
2280
Family CFO
California
– -$11K -100 Closed
EF
2281
Elite Financial
Idaho
– -$10K -100 Closed
BT
2282
Banque Transatlantique
France
– -$10.2K -100 Closed
MWM
2283
Mascoma Wealth Management
New Hampshire
– -$11K -100 Closed
HH
2284
HWG Holdings
Texas
– -$11K -100 Closed
RWM
2285
Ruedi Wealth Management
Illinois
– -$9.9K -90 Closed
GCM
2286
Gables Capital Management
Florida
– -$9.46K -86 Closed
CAM
2287
Costello Asset Management
Pennsylvania
– -$6.6K -60 Closed
FW
2288
Fairway Wealth
Ohio
– -$6.49K -59 Closed
HHGA
2289
Halbert Hargrove Global Advisors
California
– -$4.45K -40 Closed
BFPW
2290
BOK Financial Private Wealth
Colorado
– -$3.41K -31 Closed
LRWM
2291
Lord & Richards Wealth Management
Colorado
– -$3.19K -29 Closed
CWM
2292
Cranbrook Wealth Management
Michigan
– -$3.08K -28 Closed
APW
2293
Atlantic Private Wealth
North Carolina
– -$2.84K -26 Closed
PPWM
2294
PFG Private Wealth Management
Florida
– -$2.64K -24 Closed
SIM
2295
Synergy Investment Management
Florida
– -$2.42K -22 Closed
GWSA
2296
Global Wealth Strategies & Associates
Colorado
– -$1.87K -17 Closed
OCM
2297
Osterweis Capital Management
California
– -$1.1K -10 Closed
BWM
2298
Bernard Wealth Management
Michigan
– -$770 -7 Closed
ACM
2299
Anfield Capital Management
California
– -$550 -5 Closed
BMC
2300
Bear Mountain Capital
Washington
– -$294 -3 Closed
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