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United Parcel Service
UPS

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: 31 → 33 (+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: 2,113 → 1,942 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Jane Street
Jane Street
New York
+$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$443M
2
Franklin Resources
Franklin Resources
California
-$366M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
626
Opus Investment Management
Massachusetts
$2.22M – – –
EI
627
Ethic Inc
New York
$2.22M -$593K -6,544 -20%
PCTC
628
Perkins Coie Trust Company
Washington
$2.22M +$336K +3,710 +16%
AIMA
629
Ables Iannone Moore & Associates
Georgia
$2.22M +$538K +5,936 +29%
OTL
630
Oak Thistle LLC
New York
$2.21M +$2.39M +26,441 New
NHC
631
Nicholas Hoffman & Company
Georgia
$2.2M +$156K +1,721 +7%
IAA
632
Independence Asset Advisors
Pennsylvania
$2.19M – – –
HPG
633
Harvest Portfolios Group
Ontario, Canada
$2.18M +$580K +6,403 +33%
BLAM
634
Bourne Lent Asset Management
New York
$2.18M -$106K -1,175 -4%
OAC
635
OMERS Administration Corp
Ontario, Canada
$2.18M – – –
LS
636
Leelyn Smith
Illinois
$2.18M +$254K +2,801 +12%
AC
637
Allstate Corporation
Illinois
$2.17M +$2.35M +25,978 New
NI
638
Natural Investments
California
$2.16M -$11.7K -129 -0.5%
APG Asset Management
639
APG Asset Management
Netherlands
$2.15M -$3.33M -36,800 -55%
FCBT
640
First Citizens Bank & Trust
North Carolina
$2.15M -$367K -4,057 -14%
CS
641
Capital Square
Tennessee
$2.14M +$547K +6,044 +31%
LWANC
642
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M +$78.7K +869 +4%
EF
643
Empirical Finance
Pennsylvania
$2.13M +$22.9K +253 +1%
ACM
644
Advisors Capital Management
New Jersey
$2.13M -$99.9K -1,103 -4%
KWM
645
Kingsview Wealth Management
Oregon
$2.13M -$1.2M -13,205 -34%
CWS
646
Cypress Wealth Services
California
$2.12M +$3.08K +34 +0.1%
VFA
647
Valeo Financial Advisors
Indiana
$2.11M -$224K -2,469 -9%
MPI
648
Mairs & Power Inc
Minnesota
$2.11M -$1.54M -17,037 -40%
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
$2.1M -$4.03M -44,444 -64%
HCM
650
Horrell Capital Management
Arkansas
$2.1M -$203K -2,245 -8%
24 25
26
27 28

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.