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
TFM
1951
TFC Financial Management
Massachusetts
$59.3K
JFA
1952
JNBA Financial Advisors
Minnesota
$59.2K
OP
1953
ORG Partners
Indiana
$57.8K
DF
1954
Dunhill Financial
United Kingdom
$57K
AW
1955
Avion Wealth
Texas
$56K
FCAS
1956
First Command Advisory Services
Texas
$55K
ATC
1957
Advantage Trust Company
Kansas
$55K
CJH
1958
Christopher J. Hasenberg
Wisconsin
$55K
IAS
1959
IMA Advisory Services
Colorado
$54.7K
QC
1960
Quent Capital
New York
$51.5K
FC
1961
Fairscale Capital
New Hampshire
$51.3K
FMB
1962
Field & Main Bank
Kentucky
$51.1K
WF
1963
Wayfinding Financial
Washington
$51K
CB
1964
CNB Bank
Pennsylvania
$50.8K
TCM
1965
TruNorth Capital Management
Michigan
$50.8K
BGC
1966
Beutel, Goodman & Co
Ontario, Canada
$49K
BHWM
1967
Beaird Harris Wealth Management
Texas
$48.9K
AC
1968
AlphaCore Capital
California
$48.7K
VWA
1969
VSM Wealth Advisory
Maryland
$48.4K
SC
1970
Swan Capital
Florida
$48.3K
OSNBOA
1971
Old Second National Bank of Aurora
Illinois
$48.2K
OWA
1972
Opal Wealth Advisors
New York
$47.5K
IIL
1973
Insight Inv LLC
California
$47.1K
CH
1974
Canton Hathaway
Rhode Island
$47K
NECFA
1975
New England Capital Financial Advisors
Connecticut
$46.9K