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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
NIM
301
NEOS Investment Management
Connecticut
$7.87M
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$7.84M
Walleye Trading
303
Walleye Trading
New York
$7.82M
IPAM
304
ICICI Prudential Asset Management
India
$7.82M
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$7.81M
SPIA
306
Steward Partners Investment Advisory
New York
$7.8M
SCA
307
Southern Capital Advisors
Tennessee
$7.77M
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$7.71M
NAM
309
Nissay Asset Management
Japan
$7.68M
SI
310
Stephens Inc
Arkansas
$7.65M
WW
311
Westshore Wealth
California
$7.61M
AV
312
ASR Vermogensbeheer
Netherlands
$7.6M
GHAM
313
Gilman Hill Asset Management
Connecticut
$7.59M
Loomis, Sayles & Company
314
Loomis, Sayles & Company
Massachusetts
$7.55M
HCM
315
Hengehold Capital Management
Ohio
$7.5M
VWA
316
Visionary Wealth Advisors
Illinois
$7.47M
BCI
317
Brinker Capital Investments
Pennsylvania
$7.39M
AG
318
Advocate Group
Minnesota
$7.38M
AC
319
Addenda Capital
Quebec, Canada
$7.36M
VA
320
VestGen Advisors
Illinois
$7.33M
Schroder Investment Management Group
321
Schroder Investment Management Group
United Kingdom
$7.29M
CSI
322
Clark & Stuart Inc
Maine
$7.28M
Brown Advisory
323
Brown Advisory
Maryland
$7.28M
MVP
324
Miller Value Partners
Florida
$7.23M
QCM
325
QRG Capital Management
Illinois
$7.19M