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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
GAM
401
Generali Asset Management
Italy
$4.81M
SC
402
Savant Capital
Illinois
$4.81M
SSCM
403
Sovereign's Capital Management
Georgia
$4.81M
GT
404
Glenview Trust
Kentucky
$4.8M
TRSOTSOK
405
Teachers Retirement System of the State of Kentucky
Kentucky
$4.79M
CPW
406
Cove Private Wealth
New York
$4.79M
CFG
407
Cooper Financial Group
California
$4.76M
PI
408
PFG Investments
New York
$4.71M
MSU
409
Mizuho Securities USA
New York
$4.69M
ACM
410
Altrius Capital Management
North Carolina
$4.66M
TCM
411
Tufton Capital Management
Maryland
$4.63M
CIA
412
Concurrent Investment Advisors
Florida
$4.6M
LW
413
Linscomb Wealth
Texas
$4.56M
LFAS
414
Level Four Advisory Services
Texas
$4.55M
BBHC
415
Brown Brothers Harriman & Co
New York
$4.55M
PRS
416
Pinkerton Retirement Specialists
Idaho
$4.54M
VPIM
417
Vanguard Personalized Indexing Management
California
$4.51M
ASN
418
Advisory Services Network
Georgia
$4.49M
PI
419
PineBridge Investments
New York
$4.49M
GWI
420
Grace & White Inc
New York
$4.48M
WIA
421
Wealthedge Investment Advisors
New York
$4.46M
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$4.45M
A
423
AustralianSuper
Australia
$4.43M
SWP
424
Stratos Wealth Partners
Ohio
$4.39M
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$4.37M