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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
TWM
1526
Thrive Wealth Management
Pennsylvania
$372K
PCS
1527
Personal CFO Solutions
New Jersey
$372K
SJIM
1528
St. Johns Investment Management
Florida
$370K
LWP
1529
LMG Wealth Partners
Louisiana
$368K
PFBT
1530
Parkside Financial Bank & Trust
Missouri
$367K
CFP
1531
Cascade Financial Partners
California
$366K
SWA
1532
Sax Wealth Advisors
New Jersey
$365K
CAU
1533
Caxton Associates (UK)
$363K
MF
1534
Montis Financial
Massachusetts
$362K
FLII
1535
First Long Island Investors
New York
$362K
CF
1536
Claris Financial
Virginia
$362K
KIG
1537
Kennedy Investment Group
New Jersey
$361K
LWCFA
1538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K
SIC
1539
Sterling Investment Counsel
New York
$358K
MA
1540
MONECO Advisors
Connecticut
$358K
FFWA
1541
FRG Family Wealth Advisors
Washington
$357K
SFG
1542
SevenBridge Financial Group
Pennsylvania
$357K
GSWA
1543
Good Steward Wealth Advisors
Tennessee
$356K
JC
1544
JBGlobal.com
New York
$354K
SB
1545
Simmons Bank
Arkansas
$351K
AW
1546
Atlas Wealth
Ohio
$350K
FCA
1547
Fortis Capital Advisors
Kansas
$350K
LAM
1548
L2 Asset Management
Massachusetts
$348K
CIC
1549
Chase Investment Counsel
Virginia
$348K
SWM
1550
Segment Wealth Management
Texas
$346K