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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
MAV
1576
Mason & Associates (Virginia)
Virginia
$333K
MAFA
1577
MJT & Associates Financial Advisory
Minnesota
$332K
WEG
1578
World Equity Group
Illinois
$331K
WT
1579
Washington Trust
Rhode Island
$330K
LCM
1580
Liberty Capital Management
Michigan
$330K
HR
1581
Hardy Reed
Mississippi
$329K
EGA
1582
E&G Advisors
Texas
$327K
CWP
1583
Capital Wealth Planning
Florida
$326K
HW
1584
Hancock Whitney
Mississippi
$325K
WWC
1585
Waypoint Wealth Counsel
Georgia
$325K
SP
1586
Successful Portfolios
Florida
$322K
LIA
1587
Luken Investment Analytics
Tennessee
$321K
SAM
1588
Shell Asset Management
Netherlands
$321K
GCM
1589
Generation Capital Management
New York
$320K
CWA
1590
CogentBlue Wealth Advisors
Tennessee
$320K
SL
1591
Sentinus LLC
Illinois
$320K
WCM
1592
WealthTrak Capital Management
Virginia
$317K
FCA
1593
FLC Capital Advisors
California
$317K
EIP
1594
Ellis Investment Partners
Pennsylvania
$316K
CA
1595
Continuum Advisory
Idaho
$316K
PMIA
1596
Patrick Mauro Investment Advisor
Illinois
$316K
AWM
1597
Accurate Wealth Management
Florida
$315K
VIM
1598
Vista Investment Management
Pennsylvania
$315K
CA
1599
Capital Advantage
California
$313K
CWA
1600
Choice Wealth Advisors
Maine
$313K