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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
IAA
376
Independent Advisor Alliance
North Carolina
$5.37M
Public Sector Pension Investment Board (PSP Investments)
377
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.37M
HLCM
378
Hi-Line Capital Management
South Dakota
$5.26M
Capstone Investment Advisors
379
Capstone Investment Advisors
New York
$5.22M
HAI
380
Hennessy Advisors Inc
California
$5.2M
SIG
381
Stonegate Investment Group
Alabama
$5.17M
QCM
382
Qsemble Capital Management
New York
$5.14M
IC
383
IEQ Capital
California
$5.1M
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$5.08M
SIA
385
Soltis Investment Advisors
Utah
$5.08M
RBC
386
Romano Brothers & Co
Illinois
$5.03M
KPWS
387
Kestra Private Wealth Services
Texas
$5.01M
First Manhattan
388
First Manhattan
New York
$5.01M
AF
389
Ally Financial
Michigan
$5.01M
EMPI
390
Elo Mutual Pension Insurance
Finland
$5.01M
CAM
391
Cresset Asset Management
Illinois
$5M
CS
392
Candriam SCA
Luxembourg
$4.99M
HAG
393
HighPoint Advisor Group
Illinois
$4.98M
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$4.97M
FC
395
FORA Capital
Florida
$4.96M
IIM
396
INTECH Investment Management
Florida
$4.96M
NEI
397
Northwest & Ethical Investments
Ontario, Canada
$4.95M
SIC
398
Sigma Investment Counselors
Michigan
$4.95M
IIC
399
Ironwood Investment Counsel
Arizona
$4.9M
VFM
400
Viking Fund Management
North Dakota
$4.89M