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United Parcel Service

1,913 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 reducing their positions, and 278 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:

12% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,913
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
Vontobel Holding
276
Vontobel Holding
Switzerland
$9.43M
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$9.39M
MA
278
Mutual Advisors
Nebraska
$9.32M
MT
279
Midwest Trust
Kansas
$9.32M
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$9.21M
BDWCC
281
B&D White Capital Company
Texas
$9.16M
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$9.15M
NYLIM
283
New York Life Investment Management
New York
$8.97M
MC
284
Mayar Capital
United Kingdom
$8.94M
IEFM
285
IQ EQ Fund Management
Ireland
$8.91M
X
286
Xponance
Pennsylvania
$8.87M
GIP
287
Greatmark Investment Partners
Georgia
$8.83M
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$8.81M
QOP
289
Quinn Opportunity Partners
Virginia
$8.69M
CBU
290
CIBC Bancorp USA
Illinois
$8.48M
YCM
291
Yousif Capital Management
Michigan
$8.39M
MHIP
292
Mountain Hill Investment Partners
New Jersey
$8.39M
FW
293
FullCircle Wealth
Texas
$8.32M
Wealthfront Advisers
294
Wealthfront Advisers
California
$8.24M
WP
295
Woodline Partners
California
$8.13M
William Blair & Company
296
William Blair & Company
Illinois
$8.03M
TI
297
Tidal Investments
Wisconsin
$8.03M
AAP
298
Arax Advisory Partners
Colorado
$7.94M
SAS
299
Stelac Advisory Services
New York
$7.9M
VRS
300
Virginia Retirement Systems
Virginia
$7.87M