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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
GH
426
GAM Holding
Switzerland
$4.36M
MDCM
427
Morgan Dempsey Capital Management
Wisconsin
$4.36M
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$4.34M
TC
429
TownSquare Capital
Utah
$4.32M
USCWA
430
U.S. Capital Wealth Advisors
Texas
$4.31M
SW
431
SteelPeak Wealth
California
$4.28M
VCM
432
Vivaldi Capital Management
Illinois
$4.25M
CRI
433
Commonwealth Retirement Investments
Virginia
$4.24M
BCM
434
Birch Capital Management
Texas
$4.21M
AWM
435
Apollon Wealth Management
South Carolina
$4.2M
BL
436
BCWM LLC
Kansas
$4.2M
KSCM
437
Kamunting Street Capital Management
Florida
$4.18M
AWS
438
Arkfeld Wealth Strategies
Nebraska
$4.16M
IWC
439
Integrated Wealth Concepts
Massachusetts
$4.16M
TAM
440
Tocqueville Asset Management
New York
$4.14M
SC
441
Skylands Capital
Wisconsin
$4.14M
ECM
442
ExodusPoint Capital Management
New York
$4.13M
AWM
443
AE Wealth Management
Kansas
$4.12M
IA
444
Intellus Advisors
Florida
$4.07M
PFS
445
Prospera Financial Services
Texas
$4.06M
BIA
446
Biondo Investment Advisors
Pennsylvania
$4.05M
SC
447
SummitTX Capital
Texas
$4.05M
SAM
448
Sompo Asset Management
Japan
$4M
APP
449
Avantax Planning Partners
Iowa
$4M
CB
450
Community Bank
New York
$4M