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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
HF
1826
Holcombe Financial
Georgia
$207K
CAWM
1827
Capital Advisors Wealth Management
Washington
$207K
EFM
1828
E Fund Management
China
$207K
PCP
1829
Proficio Capital Partners
Massachusetts
$206K
LCM
1830
Leisure Capital Management
California
$206K
PSP
1831
Pacific Sage Partners
Washington
$206K
LAM
1832
Lakewood Asset Management
Illinois
$206K
CPW
1833
Crestmont Private Wealth
Texas
$206K
PIA
1834
Perennial Investment Advisors
California
$206K
RFP
1835
Root Financial Partners
California
$206K
CA
1836
Calton & Associates
Florida
$205K
CI
1837
Cambiar Investors
Colorado
$204K
RTC
1838
Real Talk Capital
Tennessee
$204K
TPWA
1839
TRUE Private Wealth Advisors
Oregon
$204K
IC
1840
Inscription Capital
Texas
$202K
DBIA
1841
Dumont & Blake Investment Advisors
New Jersey
$202K
HPM
1842
Hoxton Planning & Management
West Virginia
$202K
DPW
1843
DiNuzzo Private Wealth
Pennsylvania
$201K
MWP
1844
Meriwether Wealth & Planning
Louisiana
$201K
CRI
1845
Colonial River Investments
Virginia
$201K
ASC
1846
Atalanta Sosnoff Capital
New York
$201K
FA
1847
FDx Advisors
Illinois
$201K
BO
1848
Bank OZK
Arkansas
$201K
NWWA
1849
New Wave Wealth Advisors
Arkansas
$201K
RF
1850
Roxbury Financial
New Jersey
$200K