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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
GIBU
526
Gulf International Bank (UK)
United Kingdom
$3.06M -$61.3K -677 -2%
EFS
527
Econ Financial Services
Pennsylvania
$3.06M +$1.8M +19,835 +118%
CICI
528
Capital Investment Counsel Inc
North Carolina
$3.03M -$67.7K -747 -2%
AI
529
Atria Investments
North Carolina
$3.03M -$1.37M -15,147 -29%
LBC
530
Lowe Brockenbrough & Co
Virginia
$3.02M +$3.62K +40 +0.1%
MSRPS
531
Maryland State Retirement & Pension System
Maryland
$3.02M +$38K +420 +1%
TC
532
Truvestments Capital
Florida
$3.01M -$30K -331 -0.9%
DFG
533
Dupree Financial Group
Kentucky
$2.99M +$3.24M +35,740 New
Verition Fund Management
534
Verition Fund Management
Connecticut
$2.98M -$2.1M -23,188 -39%
JC
535
JB Capital
Connecticut
$2.98M +$445K +4,909 +16%
SF
536
Summit Financial
New Jersey
$2.97M +$773K +8,529 +32%
SAM
537
Securian Asset Management
Minnesota
$2.97M -$251K -2,766 -7%
MG
538
Mather Group
Illinois
$2.94M +$512K +5,657 +19%
AA
539
Advisory Alpha
Michigan
$2.92M -$205K -2,268 -6%
FPAS
540
Focus Partners Advisor Solutions
Missouri
$2.91M +$1.17M +12,922 +65%
PWM
541
Perigon Wealth Management
California
$2.9M +$430K +4,752 +16%
MCB
542
Morton Community Bank
Illinois
$2.89M +$268K +2,962 +11%
BONH
543
Bank of New Hampshire
New Hampshire
$2.89M
AIM
544
Anchor Investment Management
South Carolina
$2.89M -$296K -3,272 -9%
AA
545
Ancora Advisors
Ohio
$2.88M +$1.15M +12,665 +58%
IMCOOI
546
Investment Management Corp of Ontario (IMCO)
Canada
$2.88M +$1.49M +16,445 +91%
PDM
547
Penn Davis McFarland
Texas
$2.86M -$392K -4,330 -11%
ECM
548
EagleClaw Capital Management
Massachusetts
$2.86M +$228K +2,516 +8%
SC
549
Savant Capital
Illinois
$2.86M -$305K -3,366 -9%
KIC
550
Keating Investment Counselors
Florida
$2.86M +$1.06M +11,729 +52%