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United Parcel Service

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: 3133 (+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: 2,1131,942 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
651
Principal Securities
Iowa
$2.1M +$127K +1,407 +6%
SC
652
Sawyer & Company
Massachusetts
$2.1M
NFG
653
Norris Financial Group
South Carolina
$2.09M +$654K +7,216 +40%
DI
654
DKRT Investments
$2.09M
SC
655
Shellback Capital
Massachusetts
$2.09M +$2.26M +25,000 New
MGP
656
Metis Global Partners
California
$2.08M -$125K -1,385 -5%
CCMINC
657
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.07M +$55.4K +612 +3%
BCM
658
Brookmont Capital Management
Texas
$2.06M -$84.9K -937 -4%
BFG
659
Beacon Financial Group
Texas
$2.06M -$90.5K -999 -4%
FFA
660
Farther Finance Advisors
California
$2.06M +$930K +10,271 +72%
PEAK6
661
PEAK6
Illinois
$2.05M +$1.92M +21,165 +633%
PBC
662
Pavion Blue Capital
California
$2.02M +$25.3K +279 +1%
MAWA
663
Moss Adams Wealth Advisors
Washington
$2.02M -$170K -1,878 -7%
SSA
664
Schonfeld Strategic Advisors
New York
$2.02M -$19M -210,080 -90%
BCM
665
Brookstone Capital Management
Illinois
$2.01M -$9.72M -107,324 -82%
MIM
666
Morningstar Investment Management
Illinois
$2.01M +$1.43M +15,761 +190%
III
667
Independent Investors Inc
New York
$2.01M -$56.3K -622 -3%
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$2M -$188K -2,077 -8%
VDBMI
669
Van Den Berg Management I
Texas
$1.98M +$2.15M +23,740 New
DAS
670
Dynamic Advisor Solutions
Arizona
$1.98M +$313K +3,453 +17%
RIG
671
RiverFront Investment Group
Virginia
$1.98M +$1.51M +16,718 +241%
KFC
672
Klingenstein Fields & Co
New York
$1.97M -$260K -2,874 -11%
MRP
673
Measured Risk Portfolios
California
$1.96M +$62.6K +691 +3%
NMIMC
674
Northwestern Mutual Investment Management Company
Wisconsin
$1.96M +$4.8K +53 +0.2%
TAIM
675
Te Ahumairangi Investment Management
New Zealand
$1.94M +$389K +4,300 +23%

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.