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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
PCTC
626
Perkins Coie Trust Company
Washington
$2.22M
AIMA
627
Ables Iannone Moore & Associates
Georgia
$2.22M
OTL
628
Oak Thistle LLC
New York
$2.21M
NHC
629
Nicholas Hoffman & Company
Georgia
$2.2M
IAA
630
Independence Asset Advisors
Pennsylvania
$2.19M
HPG
631
Harvest Portfolios Group
Ontario, Canada
$2.18M
BLAM
632
Bourne Lent Asset Management
New York
$2.18M
OAC
633
OMERS Administration Corp
Ontario, Canada
$2.18M
LS
634
Leelyn Smith
Illinois
$2.18M
AC
635
Allstate Corporation
Illinois
$2.17M
NI
636
Natural Investments
California
$2.16M
APG Asset Management
637
APG Asset Management
Netherlands
$2.15M
FCBT
638
First Citizens Bank & Trust
North Carolina
$2.15M
CS
639
Capital Square
Tennessee
$2.14M
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M
EF
641
Empirical Finance
Pennsylvania
$2.13M
ACM
642
Advisors Capital Management
New Jersey
$2.13M
KWM
643
Kingsview Wealth Management
Oregon
$2.13M
CWS
644
Cypress Wealth Services
California
$2.12M
VFA
645
Valeo Financial Advisors
Indiana
$2.11M
MPI
646
Mairs & Power Inc
Minnesota
$2.11M
Fifth Third Bancorp
647
Fifth Third Bancorp
Ohio
$2.1M
HCM
648
Horrell Capital Management
Arkansas
$2.1M
PS
649
Principal Securities
Iowa
$2.1M
SC
650
Sawyer & Company
Massachusetts
$2.1M