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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
MSRPS
526
Maryland State Retirement & Pension System
Maryland
$3.02M
TC
527
Truvestments Capital
Florida
$3.01M
DFG
528
Dupree Financial Group
Kentucky
$2.99M
Verition Fund Management
529
Verition Fund Management
Connecticut
$2.98M
JC
530
JB Capital
Connecticut
$2.98M
SF
531
Summit Financial
New Jersey
$2.97M
SAM
532
Securian Asset Management
Minnesota
$2.97M
MG
533
Mather Group
Illinois
$2.94M
AA
534
Advisory Alpha
Michigan
$2.92M
FPAS
535
Focus Partners Advisor Solutions
Missouri
$2.91M
PWM
536
Perigon Wealth Management
California
$2.9M
MCB
537
Morton Community Bank
Illinois
$2.89M
BONH
538
Bank of New Hampshire
New Hampshire
$2.89M
AIM
539
Anchor Investment Management
South Carolina
$2.89M
AA
540
Ancora Advisors
Ohio
$2.88M
IMCOOI
541
Investment Management Corp of Ontario (IMCO)
Canada
$2.88M
PDM
542
Penn Davis McFarland
Texas
$2.86M
ECM
543
EagleClaw Capital Management
Massachusetts
$2.86M
KIC
544
Keating Investment Counselors
Florida
$2.86M
ALMGDA
545
AG2R La Mondiale Gestion d'Actifs
France
$2.85M
PAS
546
Park Avenue Securities
New York
$2.84M
ERSOT
547
Employees Retirement System of Texas
Texas
$2.83M
PP
548
PDS Planning
Ohio
$2.83M
STA
549
Summit Trail Advisors
New York
$2.83M
AIS
550
AM Investment Strategies
Tennessee
$2.82M