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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
ERSOT
551
Employees Retirement System of Texas
Texas
$2.83M
PP
552
PDS Planning
Ohio
$2.83M
STA
553
Summit Trail Advisors
New York
$2.83M
AIS
554
AM Investment Strategies
Tennessee
$2.82M
NP
555
NorthRock Partners
Minnesota
$2.82M
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$2.8M
GIA
557
Guyasuta Investment Advisors
Pennsylvania
$2.78M
VA
558
Vident Advisory
Georgia
$2.77M
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$2.77M
LCM
560
Lonestar Capital Management
California
$2.76M
FNT
561
First National Trust
Pennsylvania
$2.74M
AWA
562
Arkadios Wealth Advisors
Georgia
$2.73M
ISB
563
Iowa State Bank
Iowa
$2.7M
RWM
564
Rench Wealth Management
Texas
$2.7M
XF
565
XML Financial
Maryland
$2.7M
TYCC
566
Texas Yale Capital Corp
Florida
$2.69M
GIA
567
Gladstone Institutional Advisory
Florida
$2.68M
HCM
568
Hillman Capital Management
Maryland
$2.66M
TCWM
569
Total Clarity Wealth Management
Illinois
$2.66M
EOJOAM
570
E. Ohman J:or Asset Management
Sweden
$2.63M
BCFS
571
Butensky & Cohen Financial Security
Florida
$2.63M
HSA
572
Hussman Strategic Advisors
Maryland
$2.63M
CNBT
573
Canandaigua National Bank & Trust
New York
$2.63M
RB
574
Rodgers Brothers
Pennsylvania
$2.62M
TBA
575
Tower Bridge Advisors
Pennsylvania
$2.62M