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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
MWA
2301
Meridian Wealth Advisors
Texas
EFG
2302
Embree Financial Group
Illinois
EWA
2303
ERTS Wealth Advisors
Michigan
CCM
2304
Chaney Capital Management
Washington
JJBC
2305
James J. Burns & Company
New York
QOP
2306
Quinn Opportunity Partners
Virginia
AFT
2307
Alpha Family Trust
California
PWP
2308
Pursue Wealth Partners
California
RCM
2309
RB Capital Management
Nevada
BMC
2310
Beaton Management Company
Massachusetts
HT
2311
Headlands Technologies
Illinois
PPH
2312
Pure Portfolios Holdings
Oregon
PWM
2313
Paulson Wealth Management
Illinois
LA
2314
Latitude Advisors
Florida
BIAS
2315
Beacon Investment Advisory Services
New Jersey
WFS
2316
Walker Financial Services
Kentucky
WP
2317
WMS Partners
Maryland
BWM
2318
BankPlus Wealth Management
Mississippi
HS
2319
Horan Securities
United States
VPP
2320
Vertex Planning Partners
Illinois
RWI
2321
Red Wave Investments
Pennsylvania
VC
2322
Veracity Capital
Georgia
RC
2323
Rahlfs Capital
Texas
AWA
2324
AGH Wealth Advisors
Kansas
HP
2325
Haven Private
Florida