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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
SLWA
476
San Luis Wealth Advisors
California
$3.65M +$1.07M +11,787 +37%
FNBOO
477
First National Bank of Omaha
Nebraska
$3.65M -$108K -1,195 -3%
AIMCA
478
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.65M
WF
479
Welch & Forbes
Massachusetts
$3.64M -$655K -7,232 -14%
WW
480
Waterfront Wealth
Kansas
$3.64M +$54.7K +604 +1%
PVI
481
Pine Valley Investments
New Jersey
$3.62M +$539K +5,950 +16%
AAIS
482
ABN AMRO Investment Solutions
$3.61M -$1.87M -20,604 -32%
NB
483
Northwest Bancshares
Pennsylvania
$3.61M +$662K +7,304 +20%
EGM
484
Engineers Gate Manager
New York
$3.61M -$15.4M -169,957 -80%
NB
485
Norinchukin Bank
Japan
$3.6M +$120K +1,327 +3%
ETC
486
Exchange Traded Concepts
Oklahoma
$3.6M +$3.79M +41,882 +3,511%
HIMCH
487
Hartford Investment Management Co (HIMCO)
Connecticut
$3.59M -$110K -1,218 -3%
IA
488
Inspire Advisors
Idaho
$3.55M +$288K +3,182 +8%
WG
489
Winton Group
United Kingdom
$3.55M +$3.11M +34,314 +422%
WC
490
Woodstock Corp
Massachusetts
$3.54M -$327K -3,612 -8%
CAIM
491
Catherine Avery Investment Management
Florida
$3.54M +$1.57M +17,313 +69%
CGH
492
Crossmark Global Holdings
Texas
$3.53M +$406K +4,484 +12%
NGA
493
Naples Global Advisors
Florida
$3.52M -$458K -5,061 -11%
BCCM
494
Bridge Creek Capital Management
Massachusetts
$3.51M +$135K +1,491 +4%
MC
495
Maverick Capital
Texas
$3.51M +$1.87M +20,691 +97%
HWM
496
HB Wealth Management
Georgia
$3.49M +$121K +1,336 +3%
KCM
497
Kornitzer Capital Management
Kansas
$3.48M -$1.8M -19,842 -32%
HCMT
498
Highland Capital Management (Tennessee)
Tennessee
$3.46M -$63.4K -700 -2%
BIG
499
Builder Investment Group
Georgia
$3.41M -$15.9K -175 -0.4%
ACM
500
Aquatic Capital Management
Illinois
$3.41M +$3.7M +40,865 New