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United Parcel Service

2,173 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2025 Q1 according to their latest regulatory filings, with 190 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: 190 | Existing positions closed: 235

23% less capital invested

Capital invested by funds: $70.5B → $54.3B (-$16.2B)

Holders
2,173
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
CAWM
2126
Capital A Wealth Management
Pennsylvania
$3.96K
PWA
2127
Provenance Wealth Advisors
Florida
$3.74K
NOI
2128
Newton One Investments
Delaware
$3.49K
BFPW
2129
BOK Financial Private Wealth
Colorado
$3.41K
ACA
2130
Atlas Capital Advisors
Wyoming
$3.41K
PGAM
2131
Princeton Global Asset Management
New Jersey
$3.3K
AWM
2132
Activest Wealth Management
Florida
$3.29K
MSG
2133
Main Street Group
Virginia
$3.28K
LRWM
2134
Lord & Richards Wealth Management
Colorado
$3.19K
HCMG
2135
Howard Capital Management Group
California
$3.08K
MAM
2136
Marquette Asset Management
Minnesota
$3.08K
CWM
2137
Cranbrook Wealth Management
Michigan
$3.08K
FCG
2138
Financial Connections Group
California
$3K
TIM
2139
Tortoise Investment Management
New York
$2.86K
APW
2140
Atlantic Private Wealth
North Carolina
$2.84K
TCA
2141
Trifecta Capital Advisors
Illinois
$2.75K
MLA
2142
MB, Levis & Associates
Pennsylvania
$2.75K
PPWM
2143
PFG Private Wealth Management
Florida
$2.64K
PS
2144
PayPay Securities
Japan
$2.53K
HIW
2145
Holos Integrated Wealth
Pennsylvania
$2.42K
SIM
2146
Synergy Investment Management
Florida
$2.42K
RWS
2147
Retirement Wealth Solutions
Wisconsin
$2.42K
PWA
2148
Principia Wealth Advisory
Texas
$2.39K
BCPWM
2149
Bradley & Co Private Wealth Management
Florida
$2.31K
IMC
2150
Investment Management Corporation
Virginia
$2.31K