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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
DI
651
DKRT Investments
$2.09M
SC
652
Shellback Capital
Massachusetts
$2.09M
MGP
653
Metis Global Partners
California
$2.08M
CCMINC
654
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.07M
BCM
655
Brookmont Capital Management
Texas
$2.06M
BFG
656
Beacon Financial Group
Texas
$2.06M
FFA
657
Farther Finance Advisors
California
$2.06M
PEAK6
658
PEAK6
Illinois
$2.05M
PBC
659
Pavion Blue Capital
California
$2.02M
MAWA
660
Moss Adams Wealth Advisors
Washington
$2.02M
SSA
661
Schonfeld Strategic Advisors
New York
$2.02M
BCM
662
Brookstone Capital Management
Illinois
$2.01M
MIM
663
Morningstar Investment Management
Illinois
$2.01M
III
664
Independent Investors Inc
New York
$2.01M
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$2M
VDBMI
666
Van Den Berg Management I
Texas
$1.98M
DAS
667
Dynamic Advisor Solutions
Arizona
$1.98M
RIG
668
RiverFront Investment Group
Virginia
$1.98M
KFC
669
Klingenstein Fields & Co
New York
$1.97M
MRP
670
Measured Risk Portfolios
California
$1.96M
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$1.96M
TAIM
672
Te Ahumairangi Investment Management
New Zealand
$1.94M
TMAM
673
Tokio Marine Asset Management
Japan
$1.93M
PWG
674
Portside Wealth Group
Utah
$1.91M
TFG
675
Tilson Financial Group
New Jersey
$1.91M