UPS icon

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
HCG
1751
Haven Capital Group
California
$234K
EW
1752
Evexia Wealth
Wisconsin
$233K
SWA
1753
SFMG Wealth Advisors
Texas
$233K
PWM
1754
Pines Wealth Management
North Carolina
$232K
PMWMG
1755
Parr McKnight Wealth Management Group
Minnesota
$231K
MWM
1756
Massachusetts Wealth Management
Massachusetts
$230K
HFS
1757
Howard Financial Services
Texas
$230K
S
1758
Sunpointe
Missouri
$230K
AA
1759
Acorns Advisers
California
$230K
AWG
1760
Altus Wealth Group
Colorado
$230K
CFD
1761
Creative Financial Designs
Indiana
$229K
TVAMP
1762
Tennessee Valley Asset Management Partners
Tennessee
$229K
LSWP
1763
Liberty Square Wealth Partners
Pennsylvania
$229K
WC
1764
Westhampton Capital
North Carolina
$228K
GEA
1765
Glen Eagle Advisors
New Jersey
$228K
BWFA
1766
Baltimore-Washington Financial Advisors
Maryland
$227K
ICM
1767
IMS Capital Management
Oregon
$227K
CL
1768
COWA LLC
Oklahoma
$225K
BFA
1769
Benedict Financial Advisors
Georgia
$225K
DA
1770
Detalus Advisors
Missouri
$225K
WKWM
1771
Walter & Keenan Wealth Management
Indiana
$225K
EB
1772
Exchange Bank
California
$224K
BTC
1773
Bank & Trust Company
Illinois
$224K
BBA
1774
BLB&B Advisors
Pennsylvania
$224K
RZH
1775
Relyea Zuckerberg Hanson
Connecticut
$223K