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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
MVP
326
Miller Value Partners
Florida
$7.23M +$7.84M +86,600 New
QCM
327
QRG Capital Management
Illinois
$7.19M -$1.14M -12,577 -13%
CIG
328
Cullen Investment Group
Louisiana
$7.14M +$955K +10,545 +15%
CM
329
Capital Management
Virginia
$7.11M +$1.07M +11,821 +16%
LCM
330
Logan Capital Management
Pennsylvania
$7.09M +$1.5M +16,608 +24%
SFA
331
Sequoia Financial Advisors
Ohio
$7.06M -$353K -3,892 -4%
PTEAP
332
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$7.06M
P
333
&Partners
Tennessee
$7.04M +$1.26M +13,924 +20%
OPERF
334
Oregon Public Employees Retirement Fund
Oregon
$7.02M +$1.88M +20,734 +33%
MCP
335
Martin Capital Partners
Oregon
$6.97M +$2.5M +27,597 +49%
SGK
336
Steigerwald Gordon & Koch
Virginia
$6.92M -$2.05M -22,596 -21%
IAS
337
Integrity Advisory Solutions
Texas
$6.87M +$7.45M +82,223 New
M1FG
338
Mach-1 Financial Group
Arkansas
$6.87M +$7.45M +82,223 New
Nomura Holdings
339
Nomura Holdings
Japan
$6.86M +$4.89M +53,983 +192%
MGIA
340
Moneta Group Investment Advisors
Missouri
$6.81M -$31.1K -343 -0.4%
SFS
341
Sowell Financial Services
Arkansas
$6.74M +$15.2K +168 +0.2%
AssetMark Inc
342
AssetMark Inc
California
$6.72M +$927K +10,233 +15%
DZ Bank
343
DZ Bank
Germany
$6.69M -$18.1M -199,379 -71%
MOACM
344
Mutual of America Capital Management
New York
$6.67M -$394K -4,355 -5%
OC
345
Oppenheimer & Co
New York
$6.61M +$920K +10,154 +15%
OAM
346
OP Asset Management
$6.6M +$208K +2,301 +3%
RFC
347
Regions Financial Corp
Alabama
$6.58M -$2.02M -22,311 -22%
WIA
348
World Investment Advisors
California
$6.56M +$5.14M +56,772 +260%
SC
349
Scotia Capital
Ontario, Canada
$6.56M -$3.07M -33,893 -30%
HIMC
350
Heritage Investors Management Corp
Maryland
$6.48M -$69.7K -770 -1%