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United Parcel Service

1,906 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, 835 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:

12% less repeat investments, than reductions

Existing positions increased: 735 | Existing positions reduced: 835

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
1,906
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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$6.29M
LCM
352
Landscape Capital Management
New Jersey
$6.27M
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$6.24M
Rafferty Asset Management
354
Rafferty Asset Management
New York
$6.23M
SCA
355
Sage Capital Advisors
South Dakota
$6.2M
SCA
356
Stonebridge Capital Advisors
Minnesota
$6.13M
AF
357
Avanza Fonder
Sweden
$6.12M
OCM
358
Olstein Capital Management
New York
$6.1M
FFIC
359
First Fiduciary Investment Counsel
Ohio
$5.99M
CI
360
CX Institutional
Indiana
$5.99M
CA
361
Cullinan Associates
Kentucky
$5.98M
IIM
362
Intact Investment Management
Quebec, Canada
$5.96M
EHC
363
Everett Harris & Co
California
$5.92M
NC
364
NewSquare Capital
Pennsylvania
$5.88M
CB
365
Cadence Bank
Mississippi
$5.87M
SCTC
366
Sanibel Captiva Trust Company
Florida
$5.81M
Lido Advisors
367
Lido Advisors
California
$5.77M
KP
368
Kiltearn Partners
United Kingdom
$5.71M
A
369
Allianz
Germany
$5.67M
UAG
370
United Advisor Group
Ohio
$5.62M
MFG
371
Monte Financial Group
Connecticut
$5.6M
Fisher Asset Management
372
Fisher Asset Management
Washington
$5.59M
UM
373
UniSuper Management
Australia
$5.45M
MMA
374
Miracle Mile Advisors
California
$5.39M
IAA
375
Independent Advisor Alliance
North Carolina
$5.37M