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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
SCM
2326
Spring Capital Management
Texas
BCM
2327
Buckhead Capital Management
Georgia
WP
2328
WealthPLAN Partners
Nebraska
FWTB
2329
First Western Trust Bank
Colorado
DDC
2330
DF Dent & Co
Maryland
RS
2331
R Squared
Hong Kong
RWA
2332
Redhawk Wealth Advisors
Minnesota
GF
2333
Gimbal Financial
Indiana
OAM
2334
Oak Asset Management
California
SFG
2335
Sather Financial Group
Texas
UF
2336
Univest Financial
Pennsylvania
AG
2337
AlTi Global
New York
FWM
2338
Forza Wealth Management
Florida
SWA
2339
Stratos Wealth Advisors
Ohio
IF
2340
Integrity Financial
Wyoming
HCM
2341
Hudson Capital Management
New Jersey
LIA
2342
LBMC Investment Advisors
Tennessee
MPW
2343
MA Private Wealth
California
CF
2344
Convergence Financial
Missouri
BFO
2345
Boston Family Office
Massachusetts
RMCM
2346
Reynders McVeigh Capital Management
Massachusetts
CP
2347
Castleview Partners
Texas
GLA
2348
Great Lakes Advisors
Illinois
FM
2349
Foster & Motley
Ohio
FEG
2350
Financial Enhancement Group
Indiana