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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
GJWM
1476
Gilliland Jeter Wealth Management
Arkansas
$421K
FVWA
1477
Foster Victor Wealth Advisors
South Carolina
$420K
SAM
1478
S.A. Mason
Michigan
$419K
DWM
1479
Diversify Wealth Management
Utah
$419K
BSTWA
1480
Blake Schutter Theil Wealth Advisors
Ohio
$419K
LP
1481
LMR Partners
United Kingdom
$418K
AA
1482
Alta Advisers
United Kingdom
$417K
FC
1483
Farringdon Capital
United Kingdom
$417K
WA
1484
Wealth Architects
California
$417K
LWAM
1485
Legacy Wealth Asset Management
Minnesota
$416K
RL
1486
Rogco LP
Oklahoma
$415K
BMCM
1487
Bryn Mawr Capital Management
Pennsylvania
$414K
DW
1488
Durante & Waters
New York
$413K
CT
1489
Chicago Trust
Illinois
$412K
ClearBridge Investments
1490
ClearBridge Investments
New York
$411K
CWA
1491
Centerline Wealth Advisors
Kentucky
$410K
FSA
1492
Franklin Street Advisors
North Carolina
$409K
AWM
1493
Angeles Wealth Management
California
$407K
SMC
1494
Smith, Moore & Co
Missouri
$404K
FLI
1495
Family Legacy Inc
South Carolina
$404K
SSW
1496
Stone Summit Wealth
Florida
$403K
SWMG
1497
Sard Wealth Management Group
Georgia
$403K
AAA
1498
American Alpha Advisors
New York
$401K
SAS
1499
Spurstone Advisory Services
Connecticut
$401K
HA
1500
Herold Advisors
New York
$398K