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United Parcel Service

1,913 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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:

12% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,913
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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$4.37M
GH
427
GAM Holding
Switzerland
$4.36M
MDCM
428
Morgan Dempsey Capital Management
Wisconsin
$4.36M
BAMF
429
BI Asset Management Fondsmaeglerselskab
Denmark
$4.34M
TC
430
TownSquare Capital
Utah
$4.32M
USCWA
431
U.S. Capital Wealth Advisors
Texas
$4.31M
SW
432
SteelPeak Wealth
California
$4.28M
VCM
433
Vivaldi Capital Management
Illinois
$4.25M
CRI
434
Commonwealth Retirement Investments
Virginia
$4.24M
BCM
435
Birch Capital Management
Texas
$4.21M
AWM
436
Apollon Wealth Management
South Carolina
$4.2M
BL
437
BCWM LLC
Kansas
$4.2M
KSCM
438
Kamunting Street Capital Management
Florida
$4.18M
AWS
439
Arkfeld Wealth Strategies
Nebraska
$4.16M
IWC
440
Integrated Wealth Concepts
Massachusetts
$4.16M
TAM
441
Tocqueville Asset Management
New York
$4.14M
SC
442
Skylands Capital
Wisconsin
$4.14M
ECM
443
ExodusPoint Capital Management
New York
$4.13M
AWM
444
AE Wealth Management
Kansas
$4.12M
IA
445
Intellus Advisors
Florida
$4.07M
PFS
446
Prospera Financial Services
Texas
$4.06M
BIA
447
Biondo Investment Advisors
Pennsylvania
$4.05M
SC
448
SummitTX Capital
Texas
$4.05M
SAM
449
Sompo Asset Management
Japan
$4M
APP
450
Avantax Planning Partners
Iowa
$4M