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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
NP
551
NorthRock Partners
Minnesota
$2.82M
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$2.8M
GIA
553
Guyasuta Investment Advisors
Pennsylvania
$2.78M
VA
554
Vident Advisory
Georgia
$2.77M
NMERB
555
New Mexico Educational Retirement Board
New Mexico
$2.77M
LCM
556
Lonestar Capital Management
California
$2.76M
FNT
557
First National Trust
Pennsylvania
$2.74M
AWA
558
Arkadios Wealth Advisors
Georgia
$2.73M
ISB
559
Iowa State Bank
Iowa
$2.7M
RWM
560
Rench Wealth Management
Texas
$2.7M
XF
561
XML Financial
Maryland
$2.7M
TYCC
562
Texas Yale Capital Corp
Florida
$2.69M
GIA
563
Gladstone Institutional Advisory
Florida
$2.68M
HCM
564
Hillman Capital Management
Maryland
$2.66M
TCWM
565
Total Clarity Wealth Management
Illinois
$2.66M
EOJOAM
566
E. Ohman J:or Asset Management
Sweden
$2.63M
BCFS
567
Butensky & Cohen Financial Security
Florida
$2.63M
HSA
568
Hussman Strategic Advisors
Maryland
$2.63M
CNBT
569
Canandaigua National Bank & Trust
New York
$2.63M
RB
570
Rodgers Brothers
Pennsylvania
$2.62M
TBA
571
Tower Bridge Advisors
Pennsylvania
$2.62M
WPC
572
Waters Parkerson & Co
Louisiana
$2.61M
FFM
573
Fisher Funds Management
New Zealand
$2.61M
BMC
574
Benin Management Corp
Connecticut
$2.6M
CCM
575
Collar Capital Management
Wisconsin
$2.6M