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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
301
Stelac Advisory Services
New York
$7.9M +$8.56M +94,543 New
VRS
302
Virginia Retirement Systems
Virginia
$7.87M
NIM
303
NEOS Investment Management
Connecticut
$7.87M +$2.67M +29,448 +45%
Public Employees Retirement Association of Colorado
304
Public Employees Retirement Association of Colorado
Colorado
$7.84M -$158K -1,749 -2%
Walleye Trading
305
Walleye Trading
New York
$7.82M +$2.35M +25,935 +38%
IPAM
306
ICICI Prudential Asset Management
India
$7.82M +$1.9M +21,000 +29%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$7.81M +$3.05M +33,686 +56%
SPIA
308
Steward Partners Investment Advisory
New York
$7.8M +$2.83M +31,260 +50%
SCA
309
Southern Capital Advisors
Tennessee
$7.77M +$81.8K +903 +1%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$7.71M +$510K +5,634 +6%
NAM
311
Nissay Asset Management
Japan
$7.68M +$88.7K +979 +1%
SI
312
Stephens Inc
Arkansas
$7.65M +$79.6K +879 +1%
WW
313
Westshore Wealth
California
$7.61M -$13.8K -152 -0.2%
AV
314
ASR Vermogensbeheer
Netherlands
$7.6M -$31.3K -346 -0.4%
GHAM
315
Gilman Hill Asset Management
Connecticut
$7.59M +$178K +1,962 +2%
Loomis, Sayles & Company
316
Loomis, Sayles & Company
Massachusetts
$7.55M -$2.17M -23,965 -21%
HCM
317
Hengehold Capital Management
Ohio
$7.5M -$47.5K -524 -0.6%
VWA
318
Visionary Wealth Advisors
Illinois
$7.47M +$1.66M +18,273 +26%
BCI
319
Brinker Capital Investments
Pennsylvania
$7.39M -$144K -1,589 -2%
AG
320
Advocate Group
Minnesota
$7.38M +$312K +3,449 +4%
AC
321
Addenda Capital
Quebec, Canada
$7.36M +$1.75M +19,289 +28%
VA
322
VestGen Advisors
Illinois
$7.33M +$1.04M +11,481 +15%
Schroder Investment Management Group
323
Schroder Investment Management Group
United Kingdom
$7.29M -$992K -10,947 -11%
CSI
324
Clark & Stuart Inc
Maine
$7.28M +$2.24M +24,694 +40%
Brown Advisory
325
Brown Advisory
Maryland
$7.28M -$285K -3,143 -3%