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United Parcel Service

1,906 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 835 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: 735 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,906
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
DFG
526
Dupree Financial Group
Kentucky
$2.99M
Verition Fund Management
527
Verition Fund Management
Connecticut
$2.98M
JC
528
JB Capital
Connecticut
$2.98M
SF
529
Summit Financial
New Jersey
$2.97M
SAM
530
Securian Asset Management
Minnesota
$2.97M
MG
531
Mather Group
Illinois
$2.94M
AA
532
Advisory Alpha
Michigan
$2.92M
FPAS
533
Focus Partners Advisor Solutions
Missouri
$2.91M
PWM
534
Perigon Wealth Management
California
$2.9M
MCB
535
Morton Community Bank
Illinois
$2.89M
BONH
536
Bank of New Hampshire
New Hampshire
$2.89M
AIM
537
Anchor Investment Management
South Carolina
$2.89M
AA
538
Ancora Advisors
Ohio
$2.88M
IMCOOI
539
Investment Management Corp of Ontario (IMCO)
Canada
$2.88M
PDM
540
Penn Davis McFarland
Texas
$2.86M
ECM
541
EagleClaw Capital Management
Massachusetts
$2.86M
KIC
542
Keating Investment Counselors
Florida
$2.86M
ALMGDA
543
AG2R La Mondiale Gestion d'Actifs
France
$2.85M
PAS
544
Park Avenue Securities
New York
$2.84M
ERSOT
545
Employees Retirement System of Texas
Texas
$2.83M
PP
546
PDS Planning
Ohio
$2.83M
STA
547
Summit Trail Advisors
New York
$2.83M
AIS
548
AM Investment Strategies
Tennessee
$2.82M
NP
549
NorthRock Partners
Minnesota
$2.82M
Envestnet Portfolio Solutions
550
Envestnet Portfolio Solutions
Illinois
$2.8M