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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
CRIG
901
Charter Research & Investment Group
Connecticut
$1.55M
AWE
902
Avidian Wealth Enterprises
Texas
$1.53M
HCCM
903
Hudson Canyon Capital Management
New York
$1.53M
CS
904
Capital Square
Tennessee
$1.52M
Balyasny Asset Management
905
Balyasny Asset Management
Illinois
$1.52M
Bessemer Group
906
Bessemer Group
New Jersey
$1.51M
SHF
907
Safe Harbor Fiduciary
Florida
$1.51M
KIM
908
Kestra Investment Management
Texas
$1.51M
CAS
909
Coppell Advisory Solutions
Texas
$1.51M
BS
910
Banco Santander
Spain
$1.51M
QCG
911
Quadrant Capital Group
Ohio
$1.5M
TCOT
912
Trust Company of Toledo
Ohio
$1.5M
WFPG
913
Waller Financial Planning Group
Ohio
$1.5M
C
914
Certuity
Florida
$1.49M
VI
915
Vestcor Inc
New Brunswick, Canada
$1.49M
EWA
916
Exencial Wealth Advisors
Oklahoma
$1.48M
AA
917
ABC Arbitrage
France
$1.48M
EWM
918
Empirical Wealth Management
Washington
$1.47M
BJL
919
Brighton Jones LLC
Washington
$1.47M
SS
920
Sunbelt Securities
Texas
$1.47M
WCBA
921
Weaver C. Barksdale & Associates
Tennessee
$1.47M
RT
922
Rockland Trust
Massachusetts
$1.46M
ACA
923
Aptus Capital Advisors
Alabama
$1.46M
BHC
924
Bowen Hanes & Co
Florida
$1.46M
RCA
925
Resonant Capital Advisors
Wisconsin
$1.46M