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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
BLAM
676
Bourne Lent Asset Management
New York
$2.79M
NW
677
NewEdge Wealth
Pennsylvania
$2.79M
JF
678
Jump Financial
Illinois
$2.79M
IHL
679
Investment House LLC
California
$2.78M
MG
680
Mather Group
Illinois
$2.78M
EF
681
Empirical Finance
Pennsylvania
$2.76M
NI
682
Natural Investments
California
$2.75M
RB
683
Rodgers Brothers
Pennsylvania
$2.75M
PWC
684
PYA Waltman Capital
Tennessee
$2.74M
TCWM
685
Total Clarity Wealth Management
Illinois
$2.74M
CFB
686
Cullen/Frost Bankers
Texas
$2.73M
III
687
Independent Investors Inc
New York
$2.71M
MAWA
688
Moss Adams Wealth Advisors
Washington
$2.7M
ECM
689
Element Capital Management
New York
$2.7M
VVP
690
Venture Visionary Partners
Ohio
$2.7M
ALMGDA
691
AG2R La Mondiale Gestion d'Actifs
France
$2.68M
BDPWM
692
Barnes Dennig Private Wealth Management
Ohio
$2.66M
VFA
693
Valeo Financial Advisors
Indiana
$2.66M
UAS
694
United Asset Strategies
New York
$2.66M
HAG
695
HighPoint Advisor Group
Illinois
$2.65M
PBC
696
Pavion Blue Capital
California
$2.64M
UB
697
UMB Bank
Missouri
$2.64M
TRCT
698
Tower Research Capital (TRC)
New York
$2.63M
BF
699
BOK Financial
Oklahoma
$2.61M
CCMINC
700
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.6M