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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
VCP
1726
Verus Capital Partners
Arizona
$252K
HPBT
1727
Hickory Point Bank & Trust
Illinois
$251K
FPWM
1728
FSB Premier Wealth Management
Iowa
$249K
SCI
1729
S&CO Inc
Massachusetts
$249K
LWM
1730
Lyell Wealth Management
California
$249K
OFC
1731
Oakland Financial Corp
$247K
LWL
1732
Leo Wealth LLC
Texas
$247K
GBT
1733
Grove Bank & Trust
Florida
$246K
DAS
1734
Diversify Advisory Services
Utah
$245K
PA
1735
PSI Advisors
Florida
$245K
CA
1736
CV Advisors
Florida
$245K
GP
1737
Guardian Partners
Canada
$244K
PWPS
1738
Pinnacle Wealth Planning Services
Ohio
$243K
SFC
1739
SYM Financial Corp
Indiana
$242K
ZI
1740
ZEGA Investments
Florida
$241K
BPFA
1741
Barnes Pettey Financial Advisors
Mississippi
$241K
CIA
1742
Cape Investment Advisory
Georgia
$241K
SS
1743
SBI Securities
Japan
$240K
CFGW
1744
Chancellor Financial Group WB
Pennsylvania
$240K
RMP
1745
Richards, Merrill & Peterson
Washington
$239K
NHT
1746
New Hampshire Trust
New Hampshire
$239K
AGWCA
1747
Annis Gardner Whiting Capital Advisors
Florida
$238K
CPIA
1748
Cornell Pochily Investment Advisors
New York
$236K
MCWA
1749
Meadow Creek Wealth Advisors
Georgia
$235K
BB
1750
Busey Bank
Illinois
$234K