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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
SC
451
SummitTX Capital
Texas
$4.05M +$3.25M +35,840 +284%
SAM
452
Sompo Asset Management
Japan
$4M -$394K -4,354 -8%
APP
453
Avantax Planning Partners
Iowa
$4M +$38.4K +424 +0.9%
CB
454
Community Bank
New York
$4M -$87.7K -968 -2%
AAG
455
Armstrong Advisory Group
Massachusetts
$3.97M -$637K -7,029 -13%
MPAM
456
Murphy Pohlad Asset Management
Minnesota
$3.97M +$578K +6,380 +16%
Man Group
457
Man Group
United Kingdom
$3.94M -$23M -254,454 -84%
KFP
458
Keystone Financial Planning
Ohio
$3.93M -$14.8K -163 -0.3%
WB
459
WesBanco Bank
West Virginia
$3.92M -$960K -10,597 -18%
MIF
460
Mediolanum International Funds
Ireland
$3.91M +$1.39M +15,398 +50%
RP
461
Rowlandmiller & Partners
Georgia
$3.9M -$58.3K -644 -1%
BBVA
462
Banco Bilbao Vizcaya Argentaria
Spain
$3.9M +$1.45M +16,007 +52%
SPI
463
Strategic Planning Inc
Ohio
$3.89M +$4.21M +46,511 New
TH
464
TCTC Holdings
Texas
$3.85M -$67K -740 -2%
LIM
465
Lathrop Investment Management
Arkansas
$3.85M +$17.1K +189 +0.4%
KRS
466
Kentucky Retirement Systems
Kentucky
$3.85M -$58.1K -642 -1%
AWAG
467
ARS Wealth Advisors Group
Florida
$3.83M +$323K +3,568 +8%
Koshinski Asset Management
468
Koshinski Asset Management
Illinois
$3.81M -$151K -1,665 -4%
KNW
469
Kesler Norman & Wride
Utah
$3.8M +$2.54M +28,079 +1,376%
LSA
470
Leonteq Securities AG
Switzerland
$3.78M +$2.91M +32,104 +245%
LA
471
Lynch & Associates
Indiana
$3.77M -$783K -8,643 -16%
IWM
472
Iams Wealth Management
Nebraska
$3.76M +$292K +3,229 +8%
BRM
473
Boston Research & Management
Massachusetts
$3.75M +$208K +2,291 +5%
MCM
474
MAI Capital Management
Ohio
$3.73M +$339K +3,741 +9%
PCM
475
Palouse Capital Management
Washington
$3.67M +$1.03M +11,320 +35%