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United Parcel Service

1,914 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, 739 increasing their positions, 837 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: 739 | Existing positions reduced: 837

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
1,914
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
BCM
651
Brookmont Capital Management
Texas
$2.06M
BFG
652
Beacon Financial Group
Texas
$2.06M
FFA
653
Farther Finance Advisors
California
$2.06M
PEAK6
654
PEAK6
Illinois
$2.05M
PBC
655
Pavion Blue Capital
California
$2.02M
MAWA
656
Moss Adams Wealth Advisors
Washington
$2.02M
SSA
657
Schonfeld Strategic Advisors
New York
$2.02M
BCM
658
Brookstone Capital Management
Illinois
$2.01M
MIM
659
Morningstar Investment Management
Illinois
$2.01M
III
660
Independent Investors Inc
New York
$2.01M
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$2M
VDBMI
662
Van Den Berg Management I
Texas
$1.98M
DAS
663
Dynamic Advisor Solutions
Arizona
$1.98M
RIG
664
RiverFront Investment Group
Virginia
$1.98M
KFC
665
Klingenstein Fields & Co
New York
$1.97M
MRP
666
Measured Risk Portfolios
California
$1.96M
NMIMC
667
Northwestern Mutual Investment Management Company
Wisconsin
$1.96M
TAIM
668
Te Ahumairangi Investment Management
New Zealand
$1.94M
TMAM
669
Tokio Marine Asset Management
Japan
$1.93M
PWG
670
Portside Wealth Group
Utah
$1.91M
TFG
671
Tilson Financial Group
New Jersey
$1.91M
RFM
672
Royal Fund Management
Florida
$1.91M
TCM
673
Telos Capital Management
California
$1.9M
BPW
674
BLVD Private Wealth
Kentucky
$1.9M
OIA
675
OneDigital Investment Advisors
Kansas
$1.89M