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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
AP
2151
Atwood & Palmer
Missouri
$2.2K
FGAM
2152
Financial Gravity Asset Management
Texas
$2.2K
NL
2153
NVWM LLC
Pennsylvania
$2.09K
1NWS
2154
1 North Wealth Services
Maryland
$2.09K
HC
2155
Hara Capital
Washington
$1.98K
BFS
2156
Bare Financial Services
Pennsylvania
$1.98K
GWSA
2157
Global Wealth Strategies & Associates
Colorado
$1.87K
BHWM
2158
Bay Harbor Wealth Management
Maryland
$1.76K
RJA
2159
Ross\Johnson & Associates
Minnesota
$1.43K
GPFA
2160
Game Plan Financial Advisors
Ohio
$1.21K
DCBT
2161
Dakota Community Bank & Trust
North Dakota
$1.1K
OCM
2162
Osterweis Capital Management
California
$1.1K
CFG
2163
CKW Financial Group
Hawaii
$1K
BWM
2164
Bernard Wealth Management
Michigan
$770
RAM
2165
Riggs Asset Management
Pennsylvania
$660
NWM
2166
Nova Wealth Management
Florida
$660
ACM
2167
Anfield Capital Management
California
$550
PWM
2168
Parkworth Wealth Management
California
$550
CIAM
2169
Caitong International Asset Management
Hong Kong
$550
HIA
2170
HFM Investment Advisors
New Jersey
$550
CTWM
2171
Cherry Tree Wealth Management
Minnesota
$330
BMC
2172
Bear Mountain Capital
Washington
$294
KHC
2173
Koesten Hirschmann & Crabtree
Kansas
$273
Norges Bank
2174
Norges Bank
Norway
Capital International Investors
2175
Capital International Investors
California