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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
AIMA
626
Ables Iannone Moore & Associates
Georgia
$2.22M
OTL
627
Oak Thistle LLC
New York
$2.21M
NHC
628
Nicholas Hoffman & Company
Georgia
$2.2M
IAA
629
Independence Asset Advisors
Pennsylvania
$2.19M
HPG
630
Harvest Portfolios Group
Ontario, Canada
$2.18M
BLAM
631
Bourne Lent Asset Management
New York
$2.18M
OAC
632
OMERS Administration Corp
Ontario, Canada
$2.18M
LS
633
Leelyn Smith
Illinois
$2.18M
AC
634
Allstate Corporation
Illinois
$2.17M
NI
635
Natural Investments
California
$2.16M
APG Asset Management
636
APG Asset Management
Netherlands
$2.15M
FCBT
637
First Citizens Bank & Trust
North Carolina
$2.15M
CS
638
Capital Square
Tennessee
$2.14M
LWANC
639
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M
EF
640
Empirical Finance
Pennsylvania
$2.13M
ACM
641
Advisors Capital Management
New Jersey
$2.13M
KWM
642
Kingsview Wealth Management
Oregon
$2.13M
CWS
643
Cypress Wealth Services
California
$2.12M
VFA
644
Valeo Financial Advisors
Indiana
$2.11M
MPI
645
Mairs & Power Inc
Minnesota
$2.11M
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$2.1M
HCM
647
Horrell Capital Management
Arkansas
$2.1M
PS
648
Principal Securities
Iowa
$2.1M
SC
649
Sawyer & Company
Massachusetts
$2.1M
DI
650
DKRT Investments
$2.09M