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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
GI
2351
Gradient Investments
Minnesota
EIG
2352
Ellenbecker Investment Group
Wisconsin
QPWM
2353
Quadrant Private Wealth Management
Pennsylvania
FAT
2354
First American Trust
California
FHC
2355
First Heartland Consultants
Missouri
PFW
2356
Petros Family Wealth
Minnesota
ACA
2357
Aspire Capital Advisors
Washington
WIP
2358
WealthCare Investment Partners
Rhode Island
AL
2359
Aspiriant LLC
California
FSA
2360
Fort Sheridan Advisors
Illinois
MIM
2361
MTM Investment Management
South Carolina
PA
2362
PharVision Advisers
Florida
CC
2363
Callan Capital
California
QFA
2364
Quantum Financial Advisors
California
AWM
2365
Avior Wealth Management
Nebraska
FFP
2366
FourThought Financial Partners
Florida
CLOS
2367
Compagnie Lombard Odier SCmA
Switzerland
MCM
2368
Mill Capital Management
North Carolina
NLP
2369
Next Level Private
New York
MWA
2370
MN Wealth Advisors
Kansas
PR
2371
Payden & Rygel
California
FWA
2372
Flagship Wealth Advisors
Massachusetts
FIA
2373
FNY Investment Advisers
New York
PCWA
2374
Pacific Capital Wealth Advisors
California
LJHT
2375
Laurie J. Hall Trustee