UPS icon

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
AF
2301
Abound Financial
California
AFS
2302
Anderson Financial Strategies
Ohio
VBA
2303
von Borstel & Associates
Oregon
GA
2304
GoalVest Advisory
New York
EF
2305
Elite Financial
Idaho
HH
2306
HWG Holdings
Texas
FC
2307
Family CFO
California
MWM
2308
Mascoma Wealth Management
New Hampshire
RWM
2309
Ruedi Wealth Management
Illinois
GCM
2310
Gables Capital Management
Florida
CAM
2311
Costello Asset Management
Pennsylvania
FW
2312
Fairway Wealth
Ohio
HHGA
2313
Halbert Hargrove Global Advisors
California
CAWM
2314
Capital A Wealth Management
Pennsylvania
BFPW
2315
BOK Financial Private Wealth
Colorado
LRWM
2316
Lord & Richards Wealth Management
Colorado
CWM
2317
Cranbrook Wealth Management
Michigan
APW
2318
Atlantic Private Wealth
North Carolina
PPWM
2319
PFG Private Wealth Management
Florida
SIM
2320
Synergy Investment Management
Florida
GWSA
2321
Global Wealth Strategies & Associates
Colorado
OCM
2322
Osterweis Capital Management
California
BWM
2323
Bernard Wealth Management
Michigan
ACM
2324
Anfield Capital Management
California
BMC
2325
Bear Mountain Capital
Washington