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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
TMAM
676
Tokio Marine Asset Management
Japan
$1.93M +$77.4K +855 +4%
PWG
677
Portside Wealth Group
Utah
$1.91M +$344K +3,795 +20%
TFG
678
Tilson Financial Group
New Jersey
$1.91M -$272 -3 -0%
RFM
679
Royal Fund Management
Florida
$1.91M +$170K +1,880 +9%
TCM
680
Telos Capital Management
California
$1.9M -$6.42M -70,901 -76%
BPW
681
BLVD Private Wealth
Kentucky
$1.9M +$734K +8,109 +55%
OIA
682
OneDigital Investment Advisors
Kansas
$1.89M -$438K -4,837 -18%
VCM
683
Vision Capital Management
Oregon
$1.89M -$374K -4,131 -15%
WFMPM
684
Woodley Farra Manion Portfolio Management
Indiana
$1.88M -$58.1K -642 -3%
PWS
685
Peloton Wealth Strategists
Indiana
$1.88M +$294K +3,250 +17%
BFG
686
Bleakley Financial Group
New Jersey
$1.87M -$426K -4,701 -17%
EH
687
Equitable Holdings
New York
$1.86M +$290K +3,202 +17%
HNB
688
Huntington National Bank
Ohio
$1.86M -$948K -10,472 -32%
BHCM
689
Brevan Howard Capital Management
Jersey
$1.85M -$3.93M -43,436 -66%
OCM
690
One Capital Management
California
$1.85M -$54.1K -597 -3%
SFG
691
Sovereign Financial Group
Connecticut
$1.84M +$6.61K +73 +0.3%
MC
692
Moors & Cabot
Massachusetts
$1.84M +$231K +2,549 +13%
GCM
693
Graham Capital Management
Connecticut
$1.84M +$1.99M +21,980 New
HI
694
Horizon Investments
North Carolina
$1.83M -$6.03M -66,628 -75%
WTA
695
Washington Trust Advisors
Massachusetts
$1.83M +$1.72K +19 +0.1%
PMG
696
ProVise Management Group
Florida
$1.82M +$47.1K +520 +2%
IRP
697
Investment Research Partners
Pennsylvania
$1.81M +$1.69M +18,612 New
AG
698
Ascent Group
Virginia
$1.8M -$1.23M -13,577 -39%
AP
699
Americana Partners
Texas
$1.8M -$94.5K -1,043 -5%
KWA
700
Kingswood Wealth Advisors
California
$1.8M +$323K +3,562 +20%

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.