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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
GK
2001
Graney & King
New York
$35.6K
BCM
2002
Blume Capital Management
California
$35.2K
OA
2003
Operose Advisors
Wisconsin
$35K
FWA
2004
FSC Wealth Advisors
New York
$34.9K
WAG
2005
Wiser Advisor Group
Arizona
$34.5K
MEG
2006
Millstone Evans Group
Colorado
$34.3K
CWC
2007
Carolinas Wealth Consulting
North Carolina
$34.1K
T
2008
Tidemark
California
$33K
ETS
2009
ESL Trust Services
New York
$33K
FAM
2010
Flaharty Asset Management
Florida
$33K
RF
2011
Rossby Financial
Florida
$32.8K
SCB
2012
Saudi Central Bank
Saudi Arabia
$31.7K
MSWA
2013
Marshall & Sterling Wealth Advisors
New York
$31.1K
HWM
2014
Hemington Wealth Management
Virginia
$31K
HFS
2015
Hopwood Financial Services
Virginia
$30.9K
WW
2016
Winnow Wealth
Texas
$30.5K
MBFW
2017
Morton Brown Family Wealth
Pennsylvania
$30.4K
AT
2018
Arlington Trust
Alabama
$30.2K
IA
2019
IFS Advisors
Kansas
$30.1K
TFGT
2020
TS Financial Group (TSFG)
Illinois
$30K
FCMT
2021
Founders Capital Management (Texas)
Texas
$29.7K
FWM
2022
FSA Wealth Management
Massachusetts
$28.8K
FP
2023
Financial Perspectives
Minnesota
$27.9K
EPIME
2024
Evelyn Partners Investment Management (Europe)
$27.5K
CNBTD
2025
Citizens National Bank Trust Department
Mississippi
$27.5K