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United Parcel Service

1,927 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 747 increasing their positions, 841 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:

11% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 841

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,927
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Stratos Wealth Partners
Ohio
$4.39M
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$4.37M
GH
428
GAM Holding
Switzerland
$4.36M
MDCM
429
Morgan Dempsey Capital Management
Wisconsin
$4.36M
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$4.34M
TC
431
TownSquare Capital
Utah
$4.32M
USCWA
432
U.S. Capital Wealth Advisors
Texas
$4.31M
SW
433
SteelPeak Wealth
California
$4.28M
VCM
434
Vivaldi Capital Management
Illinois
$4.25M
CRI
435
Commonwealth Retirement Investments
Virginia
$4.24M
BCM
436
Birch Capital Management
Texas
$4.21M
AWM
437
Apollon Wealth Management
South Carolina
$4.2M
BL
438
BCWM LLC
Kansas
$4.2M
KSCM
439
Kamunting Street Capital Management
Florida
$4.18M
AWS
440
Arkfeld Wealth Strategies
Nebraska
$4.16M
IWC
441
Integrated Wealth Concepts
Massachusetts
$4.16M
TAM
442
Tocqueville Asset Management
New York
$4.14M
SC
443
Skylands Capital
Wisconsin
$4.14M
ECM
444
ExodusPoint Capital Management
New York
$4.13M
AWM
445
AE Wealth Management
Kansas
$4.12M
IA
446
Intellus Advisors
Florida
$4.07M
PFS
447
Prospera Financial Services
Texas
$4.06M
BIA
448
Biondo Investment Advisors
Pennsylvania
$4.05M
SC
449
SummitTX Capital
Texas
$4.05M
SAM
450
Sompo Asset Management
Japan
$4M