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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
KWA
801
Kingswood Wealth Advisors
California
$1.99M
APC
802
Aspire Private Capital
North Carolina
$1.98M
WS
803
Wedbush Securities
California
$1.98M
ZIG
804
Zullo Investment Group
Pennsylvania
$1.97M
MPPW
805
Mitchell & Pahl Private Wealth
Oklahoma
$1.97M
MWM
806
Marion Wealth Management
Pennsylvania
$1.97M
LOAMS
807
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.96M
TI
808
TrueMark Investments
Illinois
$1.96M
GAM
809
Groupama Asset Management
France
$1.96M
KGC
810
Kennon-Green & Company
Ohio
$1.95M
SWM
811
Sculati Wealth Management
Michigan
$1.95M
HFS
812
Hantz Financial Services
Michigan
$1.95M
PL
813
Perpetual Ltd
Australia
$1.94M
MC
814
Moors & Cabot
Massachusetts
$1.94M
TCOV
815
Trust Company of Vermont
Vermont
$1.93M
BWG
816
Boomfish Wealth Group
Georgia
$1.92M
MC
817
Machina Capital
France
$1.9M
NB
818
NBT Bank
New York
$1.89M
SSCM
819
Sovereign's Capital Management
Georgia
$1.88M
SC
820
Searle & Co
Connecticut
$1.87M
BIA
821
Beacon Investment Advisors
Maryland
$1.87M
FIA
822
Foundations Investment Advisors
Arizona
$1.87M
VNIM
823
Vaughan Nelson Investment Management
Texas
$1.86M
RIM
824
Redwood Investment Management
Arizona
$1.86M
DFA
825
DHJJ Financial Advisors
Illinois
$1.86M