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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
SWC
2076
Spectrum Wealth Counsel
Indiana
$12.5K
CIAS
2077
CBIZ Investment Advisory Services
Ohio
$12.4K
SO
2078
Sierra Ocean
California
$12.2K
TIM
2079
Thompson Investment Management
Wisconsin
$12K
HWM
2080
HighMark Wealth Management
Minnesota
$11.5K
AWM
2081
AllSquare Wealth Management
New York
$11.4K
GA
2082
GoalVest Advisory
New York
$11.3K
IRAG
2083
Investment Research & Advisory Group
Georgia
$11K
FC
2084
Family CFO
California
$11K
MWM
2085
Mascoma Wealth Management
New Hampshire
$11K
HH
2086
HWG Holdings
Texas
$11K
HFS
2087
Hughes Financial Services
Virginia
$10.8K
BFS
2088
Burkett Financial Services
South Carolina
$10.2K
EF
2089
Elite Financial
Idaho
$10K
RWM
2090
Ruedi Wealth Management
Illinois
$9.9K
HFS
2091
Horizon Financial Services
North Carolina
$9.9K
VWM
2092
Vermillion Wealth Management
Minnesota
$9.57K
CVM
2093
Cheviot Value Management
California
$9.56K
CA
2094
Crewe Advisors
Utah
$9.46K
GCM
2095
Gables Capital Management
Florida
$9.46K
OW
2096
Olistico Wealth
Oklahoma
$9.46K
GC
2097
Gould Capital
Washington
$9.13K
YP
2098
YANKCOM Partnership
South Dakota
$9.13K
PWM
2099
Proathlete Wealth Management
Florida
$8.36K
EAM
2100
Eukles Asset Management
Ohio
$8.03K