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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
KCM
1801
Kathmere Capital Management
Pennsylvania
$214K
PP
1802
PFS Partners
New Jersey
$214K
SIM
1803
Sentry Investment Management
Wisconsin
$214K
MFGM
1804
Marshall Financial Group (Maryland)
Maryland
$214K
OL
1805
OneFund LLC
Florida
$213K
DCM
1806
Dudley Capital Management
Virginia
$213K
MWC
1807
MBM Wealth Consultants
Missouri
$213K
NB
1808
Nicolet Bankshares
Wisconsin
$213K
MW
1809
MBL Wealth
North Carolina
$213K
WLG
1810
Williamson Legacy Group
Indiana
$213K
NC
1811
NovaPoint Capital
Georgia
$212K
GHA
1812
GW Henssler & Associates
Georgia
$212K
TC
1813
Trust Company
Kansas
$211K
AC
1814
Avestar Capital
New York
$211K
OHWA
1815
Oak Hill Wealth Advisors
Virginia
$210K
MS
1816
Madden Securities
Texas
$210K
GM
1817
GeoWealth Management
Illinois
$209K
CWM
1818
Compass Wealth Management
Connecticut
$209K
PW
1819
Pandora Wealth
Illinois
$209K
NFG
1820
Northeast Financial Group
Pennsylvania
$209K
LWM
1821
Lodestone Wealth Management
Washington
$208K
RS
1822
Rakuten Securities
Japan
$208K
NA
1823
Nautilus Advisors
California
$208K
CCB
1824
Cutter & Co Brokerage
Missouri
$208K
GL
1825
Gerber LLC
Ohio
$207K