We are live on ! Find out more
UPS icon

United Parcel Service

2,199 hedge funds and large institutions have $55.4B invested in United Parcel Service in 2025 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 927 increasing their positions, 840 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 927 | Existing positions reduced: 840

3% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.73B

1.49% less ownership

Funds ownership: 70.28%68.79% (-1.5%)

4% less funds holding

Funds holding: 2,2882,199 (-89)

16% less funds holding in top 10

Funds holding in top 10: 4336 (-7)

22% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 237

22% less capital invested

Capital invested by funds: $70.7B → $55.4B (-$15.3B)

Holders
2,199
Holders Change
-89
Holders Change %
-3.89%
% of All Funds
29.48%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.48%
New
186
Increased
927
Reduced
840
Closed
237
Calls
$1.78B
Puts
$1.73B
Net Calls
+$44.5M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.27B +$120M +999,832 +2%
BlackRock
2
BlackRock
New York
$5.24B -$465M -3,891,551 -8%
State Street
3
State Street
Massachusetts
$3.34B +$27.1M +226,478 +0.8%
Charles Schwab
4
Charles Schwab
California
$2.75B +$213M +1,780,807 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.74B +$18.8M +157,093 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.66B +$505M +4,222,419 +39%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.59B -$969M -8,100,865 -36%
Bank of America
8
Bank of America
North Carolina
$1.34B +$263M +2,195,976 +22%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.25B -$423M -3,536,789 -24%
Morgan Stanley
10
Morgan Stanley
New York
$974M +$157M +1,315,999 +17%
Norges Bank
11
Norges Bank
Norway
$899M -$41.9M -350,441 -4%
Northern Trust
12
Northern Trust
Illinois
$816M +$2.86M +23,918 +0.3%
UBS Group
13
UBS Group
Switzerland
$755M -$36.5M -304,874 -4%
Amundi
14
Amundi
France
$751M -$304M -2,546,377 -25%
Franklin Resources
15
Franklin Resources
California
$746M -$502M -4,200,340 -38%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$708M -$2.95M -24,642 -0.4%
Goldman Sachs
17
Goldman Sachs
New York
$674M +$255M +2,130,844 +53%
Wells Fargo
18
Wells Fargo
California
$599M -$11.9M -99,897 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$527M -$26.3M -219,637 -4%
UBS AM
20
UBS AM
Illinois
$519M +$20.5M +171,303 +4%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$477M +$474M +3,961,255 +1,057%
Legal & General Group
22
Legal & General Group
United Kingdom
$463M +$10.8M +90,481 +2%
Invesco
23
Invesco
Georgia
$434M +$38M +317,472 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$428M +$32.1M +268,418 +7%
American Century Companies
25
American Century Companies
Missouri
$394M -$44.8M -374,585 -9%

UPS Hedge Fund Activity: Q1 2025 in Review

2,199 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2025, worth a combined $55.4B — down 22% from $70.7B a quarter earlier.

Sellers outnumbered buyers: 237 funds closed out of UPS and 186 opened new positions — a net loss of 51 holders — while 840 trimmed existing stakes and 927 added.

The largest buyer was Fidelity Investments, adding an estimated $505M. The largest seller was JP Morgan Chase, cutting an estimated $969M.

  • 2,199 institutional investors held United Parcel Service (UPS) as of Q1 2025, down from 2,288 in Q4 2024.
  • Funds reported $55.4B of United Parcel Service stock for Q1 2025, down 22% quarter-over-quarter.
  • 186 funds opened new United Parcel Service positions in Q1 2025 and 237 closed out, a net change of -51 holders.
  • The largest United Parcel Service buyer in Q1 2025 was Fidelity Investments, an estimated $505M added.
  • The largest United Parcel Service seller in Q1 2025 was JP Morgan Chase, an estimated $969M sold.

Based on aggregated 13F filings for Q1 2025.