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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$4.45M -$369K -4,072 -7%
A
427
AustralianSuper
Australia
$4.43M -$2.24M -24,769 -32%
SWP
428
Stratos Wealth Partners
Ohio
$4.39M -$97.2K -1,073 -2%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$264K -2,911 -5%
GH
430
GAM Holding
Switzerland
$4.36M -$76.1K -840 -2%
MDCM
431
Morgan Dempsey Capital Management
Wisconsin
$4.36M +$583K +6,438 +14%
BAMF
432
BI Asset Management Fondsmaeglerselskab
Denmark
$4.34M +$46K +508 +1%
TC
433
TownSquare Capital
Utah
$4.32M +$608K +6,708 +15%
USCWA
434
U.S. Capital Wealth Advisors
Texas
$4.31M -$3.49M -38,491 -43%
SW
435
SteelPeak Wealth
California
$4.28M +$3.49M +38,587 +304%
VCM
436
Vivaldi Capital Management
Illinois
$4.25M -$1.12M -12,329 -20%
CRI
437
Commonwealth Retirement Investments
Virginia
$4.24M +$355K +3,921 +8%
BCM
438
Birch Capital Management
Texas
$4.21M -$90.9K -1,004 -2%
AWM
439
Apollon Wealth Management
South Carolina
$4.2M +$504K +5,562 +12%
BL
440
BCWM LLC
Kansas
$4.2M +$187K +2,070 +4%
KSCM
441
Kamunting Street Capital Management
Florida
$4.18M +$4.53M +50,000 New
AWS
442
Arkfeld Wealth Strategies
Nebraska
$4.16M +$402K +4,437 +10%
IWC
443
Integrated Wealth Concepts
Massachusetts
$4.16M -$367K -4,049 -8%
TAM
444
Tocqueville Asset Management
New York
$4.14M +$79.6K +879 +2%
SC
445
Skylands Capital
Wisconsin
$4.14M +$99.2K +1,095 +2%
ECM
446
ExodusPoint Capital Management
New York
$4.13M -$2.48M -27,363 -36%
AWM
447
AE Wealth Management
Kansas
$4.12M -$31.1K -343 -0.7%
IA
448
Intellus Advisors
Florida
$4.07M +$543 +6 +0%
PFS
449
Prospera Financial Services
Texas
$4.06M -$665K -7,347 -13%
BIA
450
Biondo Investment Advisors
Pennsylvania
$4.05M +$4.39M +48,510 New