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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
SCA
351
Snowden Capital Advisors
New York
$6.45M +$1.05M +11,585 +18%
LOPW
352
Live Oak Private Wealth
North Carolina
$6.44M +$834K +9,208 +14%
ECM
353
Eisler Capital Management
United Kingdom
$6.35M +$3.89M +42,987 +129%
UCFA
354
United Capital Financial Advisors
Texas
$6.34M -$572K -6,318 -8%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$6.29M +$350K +3,869 +5%
LCM
356
Landscape Capital Management
New Jersey
$6.27M +$1.67M +18,440 +33%
Pathstone Holdings
357
Pathstone Holdings
New Jersey
$6.24M -$286K -3,155 -4%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$6.23M +$255K +2,813 +4%
SCA
359
Sage Capital Advisors
South Dakota
$6.2M +$61.6K +680 +0.9%
SCA
360
Stonebridge Capital Advisors
Minnesota
$6.13M -$394K -4,351 -6%
AF
361
Avanza Fonder
Sweden
$6.12M +$103K +1,141 +2%
OCM
362
Olstein Capital Management
New York
$6.1M +$1.27M +14,000 +24%
FFIC
363
First Fiduciary Investment Counsel
Ohio
$5.99M -$683K -7,540 -10%
CI
364
CX Institutional
Indiana
$5.99M +$1.04M +11,492 +19%
CA
365
Cullinan Associates
Kentucky
$5.98M -$75.4K -832 -1%
IIM
366
Intact Investment Management
Quebec, Canada
$5.96M -$996K -11,000 -13%
EHC
367
Everett Harris & Co
California
$5.92M -$363K -4,011 -5%
NC
368
NewSquare Capital
Pennsylvania
$5.88M +$281K +3,098 +5%
CB
369
Cadence Bank
Mississippi
$5.87M -$271K -2,989 -4%
SCTC
370
Sanibel Captiva Trust Company
Florida
$5.81M -$938K -10,353 -13%
Lido Advisors
371
Lido Advisors
California
$5.77M -$770K -8,504 -11%
KP
372
Kiltearn Partners
United Kingdom
$5.71M +$435K +4,800 +8%
A
373
Allianz
Germany
$5.67M -$13.7K -151 -0.2%
UAG
374
United Advisor Group
Ohio
$5.62M +$258K +2,847 +4%
MFG
375
Monte Financial Group
Connecticut
$5.6M +$1.2M +13,303 +25%