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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
CG
1676
Curat Global
New Hampshire
$275K
IFU
1677
iSAM Funds (UK)
United Kingdom
$274K
MIG
1678
McGuire Investment Group
Rhode Island
$274K
CFP
1679
Catalyst Financial Partners
Massachusetts
$274K
RAG
1680
RIA Advisory Group
Iowa
$274K
3IP
1681
3Chopt Investment Partners
Virginia
$273K
PWP
1682
Phillips Wealth Planners
Mississippi
$271K
FGA
1683
Fortis Group Advisors
New Jersey
$271K
CWG
1684
Cornerstone Wealth Group
North Carolina
$271K
LC
1685
LCNB Corp
Ohio
$270K
LA
1686
Lane & Associates
New Jersey
$269K
HAS
1687
HBW Advisory Services
California
$269K
CFFP
1688
Center for Financial Planning
Michigan
$269K
TIA
1689
Tandem Investment Advisors
South Carolina
$269K
SRC
1690
Shufro Rose & Co
New York
$268K
SSWM
1691
Sheets Smith Wealth Management
North Carolina
$267K
CBT
1692
CoreFirst Bank & Trust
Kansas
$267K
BFA
1693
Bill Few Associates
Pennsylvania
$267K
IIM
1694
Ipswich Investment Management
Massachusetts
$267K
CFO
1695
CVA Family Office
Colorado
$267K
PL
1696
Plancorp LLC
Missouri
$266K
SFG
1697
Synergy Financial Group
California
$266K
MAG
1698
MRA Advisory Group
New Jersey
$265K
Financial Engines Advisors
1699
Financial Engines Advisors
California
$265K
JF
1700
Joule Financial
Kentucky
$265K