UPS icon

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
DWM
2276
Defined Wealth Management
Oregon
ARMT
2277
Amica Retiree Medical Trust
Rhode Island
BAG
2278
Bridgewealth Advisory Group
California
HFS
2279
Haverford Financial Services
Pennsylvania
ECM
2280
ExodusPoint Capital Management
New York
SP
2281
Stonebrook Private
Michigan
TAM
2282
Titleist Asset Management
Texas
CWI
2283
Conscious Wealth Investments
Florida
WQ
2284
Wealth Quarterback
New Jersey
WMA
2285
Wealth Management Associates
New Jersey
GWANC
2286
Guardian Wealth Advisors (North Carolina)
North Carolina
ACM
2287
Alta Capital Management
Utah
WFI
2288
West Family Investments
California
IAS
2289
Investment Advisory Services
Texas
SFP
2290
Sterling Financial Planning
New Jersey
CCG
2291
Catalina Capital Group
California
LIA
2292
Lynx Investment Advisory
District of Columbia
BIP
2293
Blueprint Investment Partners
North Carolina
OWP
2294
Obermeyer Wealth Partners
Colorado
JSL
2295
JT Stratford LLC
Georgia
HP
2296
Holistic Planning
Texas
LTI
2297
Laffer Tengler Investments
Tennessee
HI
2298
Human Investing
Oregon
EHWM
2299
Eads & Heald Wealth Management
Georgia
MCM
2300
Monument Capital Management
Virginia