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United Parcel Service

1,901 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 830 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less repeat investments, than reductions

Existing positions increased: 735 | Existing positions reduced: 830

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,901
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.25B
Puts
$2.11B
Net Calls
Net Calls Change

Top Buyers

1 +$344M
2 +$235M
3 +$110M
4
UBS Group
UBS Group
Switzerland
+$96.3M
5
Morgan Stanley
Morgan Stanley
New York
+$85.1M

Top Sellers

1 -$408M
2 -$338M
3 -$324M
4
Goldman Sachs
Goldman Sachs
New York
-$209M
5
BlackRock
BlackRock
New York
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Stockman Wealth Management
Montana
$10.4M
BB
252
Bell Bank
North Dakota
$10.4M
Corient Private Wealth
253
Corient Private Wealth
Florida
$10.3M
DLHL
254
Donald L. Hagan LLC
Florida
$10.3M
IMPI
255
Ilmarinen Mutual Pension Insurance
Finland
$10.3M
IP
256
Isthmus Partners
Wisconsin
$10.3M
LDB
257
Lee, Danner & Bass
Tennessee
$10.2M
URS
258
Utah Retirement Systems
Utah
$10.1M
Calamos Advisors
259
Calamos Advisors
Illinois
$10.1M
EIP
260
Easterly Investment Partners
Massachusetts
$9.99M
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$9.92M
PFSRSONJ
262
Police & Firemen's Retirement System of New Jersey
New Jersey
$9.87M
SOADOR
263
State of Alaska Department of Revenue
Alaska
$9.86M
GC
264
Grimes & Company
Massachusetts
$9.8M
CA
265
Commerzbank Aktiengesellschaft
Germany
$9.77M
MWM
266
Modera Wealth Management
New Jersey
$9.77M
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$9.65M
MIM
268
Marco Investment Management
Georgia
$9.63M
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$9.6M
FCMC
270
Founders Capital Management (Connecticut)
Connecticut
$9.6M
Natixis Advisors
271
Natixis Advisors
Massachusetts
$9.59M
Teacher Retirement System of Texas
272
Teacher Retirement System of Texas
Texas
$9.46M
MML Investors Services
273
MML Investors Services
Massachusetts
$9.45M
VMPIC
274
Varma Mutual Pension Insurance Co
Finland
$9.44M
Vontobel Holding
275
Vontobel Holding
Switzerland
$9.43M