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United Parcel Service

2,174 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
2,174
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
GWM
2026
Graybill Wealth Management
Illinois
$26.4K
JGIA
2027
Jackson Grant Investment Advisers
Connecticut
$26.1K
RCA
2028
Runnymede Capital Advisors
Ohio
$26.1K
WA
2029
Whipplewood Advisors
Colorado
$25.7K
FDW
2030
Fourth Dimension Wealth
Ohio
$24.7K
SC
2031
Stephens Consulting
Michigan
$24.5K
PPA
2032
Painted Porch Advisors
California
$24.3K
CWM
2033
Consultiva Wealth Management
Puerto Rico
$23.6K
VWA
2034
Valued Wealth Advisors
Utah
$23.6K
FRA
2035
Front Row Advisors
California
$23.1K
SL
2036
Salomon & Ludwin
Virginia
$23.1K
GWM
2037
Guardian Wealth Management
Illinois
$22.6K
GWP
2038
Gen-Wealth Partners
Michigan
$22.3K
IWM
2039
IMG Wealth Management
Florida
$22K
SNB
2040
Security National Bank
Nebraska
$22K
PSB
2041
Piscataqua Savings Bank
New Hampshire
$22K
SIC
2042
SJS Investment Consulting
Ohio
$22K
OAJ
2043
Ogorek Anthony Joseph
New York
$21K
MFT
2044
Moisand Fitzgerald Tamayo
Florida
$20.9K
HIM
2045
Hillsdale Investment Management
Ontario, Canada
$20.9K
CA
2046
Centerpoint Advisors
Massachusetts
$20K
W
2047
WealthCollab
Washington
$19.9K
RTL
2048
Red Tortoise LLC
Georgia
$19.8K
WBC
2049
West Branch Capital
Massachusetts
$19.8K
PWA
2050
Physician Wealth Advisors
Utah
$19.8K