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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
EA
2101
Evolution Advisers
Virginia
$8K
EWP
2102
Elevation Wealth Partners
California
$7.7K
IHWM
2103
Iron Horse Wealth Management
Iowa
$7.7K
WPA
2104
Wealth Preservation Advisors
Tennessee
$7.7K
CMA
2105
Cedar Mountain Advisors
Oregon
$7.64K
UBP
2106
Union Bancaire Privee
Switzerland
$7.46K
LWA
2107
Lowe Wealth Advisors
Maryland
$7.26K
HWP
2108
Highline Wealth Partners
California
$6.69K
CAM
2109
Costello Asset Management
Pennsylvania
$6.6K
FW
2110
Fairway Wealth
Ohio
$6.49K
1IA
2111
1620 Investment Advisors
Massachusetts
$6.16K
KA
2112
Kozak & Associates
Colorado
$5.89K
PA
2113
Pineridge Advisors
Missouri
$5.65K
CFS
2114
CGC Financial Services
Oregon
$5.5K
CB
2115
Centennial Bank
Arkansas
$5.5K
CWA
2116
Carolina Wealth Advisors
South Carolina
$5.5K
NA
2117
Nordwand Advisors
Pennsylvania
$5.5K
Q1WB
2118
Quest 10 Wealth Builders
Virginia
$5.16K
DWM
2119
Dogwood Wealth Management
Kansas
$5.06K
AP
2120
Aspect Partners
Virginia
$4.95K
SRCM
2121
Signature Resources Capital Management
California
$4.95K
HHGA
2122
Halbert Hargrove Global Advisors
California
$4.45K
ECM
2123
Estabrook Capital Management
New York
$4.4K
SWIM
2124
Smallwood Wealth Investment Management
New Jersey
$4.29K
CFS
2125
Compass Financial Services
Iowa
$4.23K