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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
ALA
1776
Atlas Legacy Advisors
California
$223K
LNB
1777
Ledyard National Bank
$222K
CG
1778
Clifford Group
Massachusetts
$222K
HR
1779
Howe & Rusling
New York
$221K
YWS
1780
Yarger Wealth Strategies
Ohio
$221K
AWM
1781
Accredited Wealth Management
Kentucky
$221K
TSW
1782
Thompson Siegel & Walmsley
Virginia
$221K
UAML
1783
US Asset Management LLC
Pennsylvania
$221K
S
1784
Sachetta
Massachusetts
$221K
G
1785
GenTrust
Florida
$220K
HA
1786
Harbor Advisors
Florida
$220K
SLA
1787
Silver Lake Advisory
Utah
$220K
MCC
1788
Money Concepts Capital
Florida
$219K
YLHM
1789
Yelin Lapidot Holdings Management
Israel
$219K
CAC
1790
Certified Advisory Corp
Florida
$219K
PCH
1791
PGIM Custom Harvest
New Jersey
$218K
RWP
1792
Ridgecrest Wealth Partners
California
$218K
BDFN
1793
Bond & Devick Financial Network
Minnesota
$217K
WCM
1794
Winebrenner Capital Management
Kentucky
$217K
DE
1795
Diversified Enterprises
Delaware
$216K
WJWM
1796
Williams Jones Wealth Management
New York
$216K
AWA
1797
Aaron Wealth Advisors
Illinois
$215K
AWM
1798
Aries Wealth Management
Maine
$215K
DJSG
1799
D.J. St. Germain
Massachusetts
$215K
TCB
1800
Texas Capital Bancshares
Texas
$214K