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United Parcel Service

1,927 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 747 increasing their positions, 841 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:

11% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 841

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,927
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
PDS Planning
Ohio
$2.83M
STA
552
Summit Trail Advisors
New York
$2.83M
AIS
553
AM Investment Strategies
Tennessee
$2.82M
NP
554
NorthRock Partners
Minnesota
$2.82M
Envestnet Portfolio Solutions
555
Envestnet Portfolio Solutions
Illinois
$2.8M
GIA
556
Guyasuta Investment Advisors
Pennsylvania
$2.78M
VA
557
Vident Advisory
Georgia
$2.77M
NMERB
558
New Mexico Educational Retirement Board
New Mexico
$2.77M
LCM
559
Lonestar Capital Management
California
$2.76M
FNT
560
First National Trust
Pennsylvania
$2.74M
AWA
561
Arkadios Wealth Advisors
Georgia
$2.73M
ISB
562
Iowa State Bank
Iowa
$2.7M
RWM
563
Rench Wealth Management
Texas
$2.7M
XF
564
XML Financial
Maryland
$2.7M
TYCC
565
Texas Yale Capital Corp
Florida
$2.69M
GIA
566
Gladstone Institutional Advisory
Florida
$2.68M
HCM
567
Hillman Capital Management
Maryland
$2.66M
TCWM
568
Total Clarity Wealth Management
Illinois
$2.66M
EOJOAM
569
E. Ohman J:or Asset Management
Sweden
$2.63M
BCFS
570
Butensky & Cohen Financial Security
Florida
$2.63M
HSA
571
Hussman Strategic Advisors
Maryland
$2.63M
CNBT
572
Canandaigua National Bank & Trust
New York
$2.63M
RB
573
Rodgers Brothers
Pennsylvania
$2.62M
TBA
574
Tower Bridge Advisors
Pennsylvania
$2.62M
WPC
575
Waters Parkerson & Co
Louisiana
$2.61M