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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
CC
2251
Carlson Capital
Texas
RW
2252
Rockport Wealth
Ohio
APA
2253
Astoria Portfolio Advisors
New York
PW
2254
PUREfi Wealth
Massachusetts
CCIA
2255
Campbell & Co Investment Adviser
Maryland
CCA
2256
Cypress Capital Advisors
Tennessee
BWM
2257
Biltmore Wealth Management
Arizona
DS
2258
DRW Securities
Illinois
SA
2259
Sovran Advisors
California
CC
2260
Centiva Capital
New York
MIM
2261
Morningstar Investment Management
Illinois
BDWCC
2262
B&D White Capital Company
Texas
CFM
2263
Catalyst Funds Management
Australia
VAM
2264
Verity Asset Management
North Carolina
CC
2265
Constitution Capital
Connecticut
MAM
2266
MWA Asset Management
Massachusetts
PWP
2267
Private Wealth Partners
California
EP
2268
Essential Planning
New Hampshire
PIM
2269
Profit Investment Management
Maryland
CVA
2270
Central Valley Advisors
California
SF
2271
SageOak Financial
Oklahoma
S
2272
SimplyRich
California
IC
2273
Iconiq Capital
California
PPWM
2274
Paragon Private Wealth Management
Kentucky
MCC
2275
Malaga Cove Capital
California