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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
NEI
401
Northwest & Ethical Investments
Ontario, Canada
$4.95M +$1.4M +15,402 +35%
SIC
402
Sigma Investment Counselors
Michigan
$4.95M
IIC
403
Ironwood Investment Counsel
Arizona
$4.9M +$291K +3,217 +6%
VFM
404
Viking Fund Management
North Dakota
$4.89M +$45.3K +500 +0.9%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.88M -$280K -3,093 -5%
GAM
406
Generali Asset Management
Italy
$4.81M -$1.46M -16,069 -22%
SSCM
407
Sovereign's Capital Management
Georgia
$4.81M +$3.56M +39,293 +215%
GT
408
Glenview Trust
Kentucky
$4.8M -$75.6K -835 -1%
TRSOTSOK
409
Teachers Retirement System of the State of Kentucky
Kentucky
$4.79M
CPW
410
Cove Private Wealth
New York
$4.79M +$4.62M +50,993 +808%
CFG
411
Cooper Financial Group
California
$4.76M +$6.43K +71 +0.1%
PI
412
PFG Investments
New York
$4.71M +$652K +7,196 +15%
MSU
413
Mizuho Securities USA
New York
$4.69M +$263K +2,902 +6%
ACM
414
Altrius Capital Management
North Carolina
$4.66M +$1.1M +12,090 +28%
TCM
415
Tufton Capital Management
Maryland
$4.63M -$71.7K -792 -1%
CIA
416
Concurrent Investment Advisors
Florida
$4.6M +$698K +7,709 +16%
LW
417
Linscomb Wealth
Texas
$4.56M +$250K +2,760 +5%
LFAS
418
Level Four Advisory Services
Texas
$4.55M -$402K -4,438 -8%
BBHC
419
Brown Brothers Harriman & Co
New York
$4.55M +$197K +2,180 +4%
PRS
420
Pinkerton Retirement Specialists
Idaho
$4.54M +$1.26M +13,952 +35%
VPIM
421
Vanguard Personalized Indexing Management
California
$4.51M -$1.86M -20,488 -28%
ASN
422
Advisory Services Network
Georgia
$4.49M +$336K +3,705 +7%
PI
423
PineBridge Investments
New York
$4.49M -$8.26M -91,224 -63%
GWI
424
Grace & White Inc
New York
$4.48M
WIA
425
Wealthedge Investment Advisors
New York
$4.46M +$1.72M +19,009 +55%