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United Parcel Service

2,174 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 918 increasing their positions, 826 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less funds holding in top 10

Funds holding in top 10: 4336 (-7)

19% less first-time investments, than exits

New positions opened: 191 | Existing positions closed: 235

23% less capital invested

Capital invested by funds: $70.5B → $54.3B (-$16.2B)

Holders
2,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.78B
Puts
$1.73B
Net Calls
Net Calls Change

Top Buyers

1 +$464M
2 +$436M
3 +$242M
4
Goldman Sachs
Goldman Sachs
New York
+$234M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$209M

Top Sellers

1 -$891M
2 -$462M
3 -$428M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$389M
5
Amundi
Amundi
France
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
Cooper Financial Group
California
$7.22M
TH
402
TCTC Holdings
Texas
$7.18M
IPAM
403
ICICI Prudential Asset Management
India
$7.11M
VWA
404
Visionary Wealth Advisors
Illinois
$7.1M
SCA
405
Snowden Capital Advisors
New York
$7.06M
QCM
406
Qsemble Capital Management
New York
$7.03M
MFWM
407
Motley Fool Wealth Management
Virginia
$7.01M
NC
408
NewSquare Capital
Pennsylvania
$6.99M
UAG
409
United Advisor Group
Ohio
$6.96M
HAI
410
Hennessy Advisors Inc
California
$6.93M
OPERF
411
Oregon Public Employees Retirement Fund
Oregon
$6.91M
LDB
412
Lee, Danner & Bass
Tennessee
$6.89M
SCM
413
Shelton Capital Management
Colorado
$6.85M
OC
414
Oppenheimer & Co
New York
$6.85M
CCP
415
Clifford Capital Partners
Utah
$6.82M
BHWA
416
Beacon Harbor Wealth Advisors
Virginia
$6.79M
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$6.78M
Rafferty Asset Management
418
Rafferty Asset Management
New York
$6.78M
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.77M
FNBOMD
420
First National Bank of Mount Dora
Florida
$6.74M
HI
421
Hendershot Investments
Virginia
$6.74M
CS
422
Candriam SCA
Luxembourg
$6.7M
BMSSC
423
B. Metzler seel. Sohn & Co
Germany
$6.68M
CCM
424
Channing Capital Management
Illinois
$6.68M
ATC
425
Argent Trust Co
Tennessee
$6.64M