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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
ALMGDA
551
AG2R La Mondiale Gestion d'Actifs
France
$2.85M
PAS
552
Park Avenue Securities
New York
$2.84M -$344K -3,796 -10%
ERSOT
553
Employees Retirement System of Texas
Texas
$2.83M
PP
554
PDS Planning
Ohio
$2.83M -$84.6K -934 -3%
STA
555
Summit Trail Advisors
New York
$2.83M -$148K -1,636 -5%
AIS
556
AM Investment Strategies
Tennessee
$2.82M +$1.11M +12,241 +57%
NP
557
NorthRock Partners
Minnesota
$2.82M +$1.42M +15,728 +87%
Envestnet Portfolio Solutions
558
Envestnet Portfolio Solutions
Illinois
$2.8M -$3.08M -34,022 -50%
GIA
559
Guyasuta Investment Advisors
Pennsylvania
$2.78M -$643K -7,100 -18%
VA
560
Vident Advisory
Georgia
$2.77M +$378K +4,169 +14%
NMERB
561
New Mexico Educational Retirement Board
New Mexico
$2.77M -$90.6K -1,000 -3%
LCM
562
Lonestar Capital Management
California
$2.76M +$2.99M +33,000 New
FNT
563
First National Trust
Pennsylvania
$2.74M -$708K -7,820 -19%
AWA
564
Arkadios Wealth Advisors
Georgia
$2.73M +$319K +3,517 +12%
ISB
565
Iowa State Bank
Iowa
$2.7M -$1.48M -16,288 -33%
RWM
566
Rench Wealth Management
Texas
$2.7M -$54.3K -600 -2%
XF
567
XML Financial
Maryland
$2.7M -$525K -5,800 -15%
TYCC
568
Texas Yale Capital Corp
Florida
$2.69M -$663K -7,325 -19%
GIA
569
Gladstone Institutional Advisory
Florida
$2.68M -$1.27K -14 -0%
HCM
570
Hillman Capital Management
Maryland
$2.66M +$2.89M +31,884 New
TCWM
571
Total Clarity Wealth Management
Illinois
$2.66M +$1.13M +12,480 +64%
EOJOAM
572
E. Ohman J:or Asset Management
Sweden
$2.63M
BCFS
573
Butensky & Cohen Financial Security
Florida
$2.63M -$81.4K -899 -3%
HSA
574
Hussman Strategic Advisors
Maryland
$2.63M +$2.85M +31,500 New
CNBT
575
Canandaigua National Bank & Trust
New York
$2.63M +$963K +10,633 +51%