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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
UCFA
351
United Capital Financial Advisors
Texas
$6.34M
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$6.29M
LCM
353
Landscape Capital Management
New Jersey
$6.27M
Pathstone Holdings
354
Pathstone Holdings
New Jersey
$6.24M
Rafferty Asset Management
355
Rafferty Asset Management
New York
$6.23M
SCA
356
Sage Capital Advisors
South Dakota
$6.2M
SCA
357
Stonebridge Capital Advisors
Minnesota
$6.13M
AF
358
Avanza Fonder
Sweden
$6.12M
OCM
359
Olstein Capital Management
New York
$6.1M
FFIC
360
First Fiduciary Investment Counsel
Ohio
$5.99M
CI
361
CX Institutional
Indiana
$5.99M
CA
362
Cullinan Associates
Kentucky
$5.98M
IIM
363
Intact Investment Management
Quebec, Canada
$5.96M
EHC
364
Everett Harris & Co
California
$5.92M
NC
365
NewSquare Capital
Pennsylvania
$5.88M
CB
366
Cadence Bank
Mississippi
$5.87M
SCTC
367
Sanibel Captiva Trust Company
Florida
$5.81M
Lido Advisors
368
Lido Advisors
California
$5.77M
KP
369
Kiltearn Partners
United Kingdom
$5.71M
A
370
Allianz
Germany
$5.67M
UAG
371
United Advisor Group
Ohio
$5.62M
MFG
372
Monte Financial Group
Connecticut
$5.6M
Fisher Asset Management
373
Fisher Asset Management
Washington
$5.59M
UM
374
UniSuper Management
Australia
$5.45M
MMA
375
Miracle Mile Advisors
California
$5.39M