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United Parcel Service

1,906 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 835 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: 735 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,906
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
BLAM
626
Bourne Lent Asset Management
New York
$2.18M
OAC
627
OMERS Administration Corp
Ontario, Canada
$2.18M
LS
628
Leelyn Smith
Illinois
$2.18M
AC
629
Allstate Corporation
Illinois
$2.17M
NI
630
Natural Investments
California
$2.16M
APG Asset Management
631
APG Asset Management
Netherlands
$2.15M
FCBT
632
First Citizens Bank & Trust
North Carolina
$2.15M
CS
633
Capital Square
Tennessee
$2.14M
LWANC
634
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M
EF
635
Empirical Finance
Pennsylvania
$2.13M
ACM
636
Advisors Capital Management
New Jersey
$2.13M
KWM
637
Kingsview Wealth Management
Oregon
$2.13M
CWS
638
Cypress Wealth Services
California
$2.12M
VFA
639
Valeo Financial Advisors
Indiana
$2.11M
MPI
640
Mairs & Power Inc
Minnesota
$2.11M
Fifth Third Bancorp
641
Fifth Third Bancorp
Ohio
$2.1M
HCM
642
Horrell Capital Management
Arkansas
$2.1M
PS
643
Principal Securities
Iowa
$2.1M
SC
644
Sawyer & Company
Massachusetts
$2.1M
DI
645
DKRT Investments
$2.09M
SC
646
Shellback Capital
Massachusetts
$2.09M
MGP
647
Metis Global Partners
California
$2.08M
CCMINC
648
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.07M
BCM
649
Brookmont Capital Management
Texas
$2.06M
BFG
650
Beacon Financial Group
Texas
$2.06M