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United Parcel Service

2,175 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
2,175
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
MDCM
501
Morgan Dempsey Capital Management
Wisconsin
$5.08M
MFG
502
Monte Financial Group
Connecticut
$5.07M
SW
503
SteelPeak Wealth
California
$5.02M
S
504
SignatureFD
Georgia
$5.01M
WA
505
Wambolt & Associates
Colorado
$4.97M
AWM
506
Apollon Wealth Management
South Carolina
$4.93M
AWM
507
AE Wealth Management
Kansas
$4.93M
HIMCH
508
Hartford Investment Management Co (HIMCO)
Connecticut
$4.91M
HLCM
509
Hi-Line Capital Management
South Dakota
$4.91M
RP
510
Rowlandmiller & Partners
Georgia
$4.9M
CAM
511
Columbia Asset Management
Michigan
$4.84M
NRD
512
Nebula Research & Development
New York
$4.82M
GIA
513
Guyasuta Investment Advisors
Pennsylvania
$4.82M
LCM
514
Landscape Capital Management
New Jersey
$4.8M
AIM
515
Achmea Investment Management
Netherlands
$4.78M
CB
516
Community Bank
New York
$4.75M
HWM
517
HB Wealth Management
Georgia
$4.74M
CI
518
CX Institutional
Indiana
$4.73M
GIBU
519
Gulf International Bank (UK)
United Kingdom
$4.73M
ERIC
520
Eagle Rock Investment Company
Georgia
$4.73M
APP
521
Avantax Planning Partners
Iowa
$4.67M
BIG
522
Builder Investment Group
Georgia
$4.56M
IC
523
IEQ Capital
California
$4.53M
WW
524
Waterfront Wealth
Kansas
$4.52M
IWM
525
Iams Wealth Management
Nebraska
$4.51M