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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
AFG
1701
Allegheny Financial Group
Pennsylvania
$263K
RA
1702
Ransom Advisory
Rhode Island
$263K
FCP
1703
Fidelis Capital Partners
Florida
$262K
DFA
1704
Delta Financial Advisors
Louisiana
$261K
GL
1705
Graypoint LLC
New York
$259K
DLA
1706
Douglas Lane & Associates
New York
$259K
AB
1707
Atlas Brown
Kentucky
$259K
PPWP
1708
Premier Path Wealth Partners
New Jersey
$258K
DTC
1709
Davidson Trust Company
Washington
$258K
ATC
1710
Adirondack Trust Company
New York
$256K
NAS
1711
Nicolet Advisory Services
Wisconsin
$256K
SM
1712
Sweeney & Michel
California
$255K
GIM
1713
Guardian Investment Management
California
$255K
PAI
1714
Pittenger & Anderson Inc
Nebraska
$255K
SCM
1715
Sollinda Capital Management
Florida
$255K
1WA
1716
180 Wealth Advisors
Washington
$255K
3F
1717
360 Financial
Minnesota
$254K
FF
1718
Finley Financial
Nevada
$254K
CF
1719
Copperwynd Financial
Arizona
$254K
MMHP
1720
Murphy Middleton Hinkle & Parker
Georgia
$253K
BAM
1721
Bosun Asset Management
Illinois
$253K
CPW
1722
Cove Private Wealth
New York
$253K
OL
1723
Optas LLC
Texas
$253K
AWAP
1724
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K
CPA
1725
Capital Performance Advisors
California
$252K