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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
RFM
676
Royal Fund Management
Florida
$1.91M
TCM
677
Telos Capital Management
California
$1.9M
BPW
678
BLVD Private Wealth
Kentucky
$1.9M
OIA
679
OneDigital Investment Advisors
Kansas
$1.89M
VCM
680
Vision Capital Management
Oregon
$1.89M
WFMPM
681
Woodley Farra Manion Portfolio Management
Indiana
$1.88M
PWS
682
Peloton Wealth Strategists
Indiana
$1.88M
BFG
683
Bleakley Financial Group
New Jersey
$1.87M
EH
684
Equitable Holdings
New York
$1.86M
HNB
685
Huntington National Bank
Ohio
$1.86M
BHCM
686
Brevan Howard Capital Management
Jersey
$1.85M
OCM
687
One Capital Management
California
$1.85M
SFG
688
Sovereign Financial Group
Connecticut
$1.84M
MC
689
Moors & Cabot
Massachusetts
$1.84M
GCM
690
Graham Capital Management
Connecticut
$1.84M
HI
691
Horizon Investments
North Carolina
$1.83M
WTA
692
Washington Trust Advisors
Massachusetts
$1.83M
PMG
693
ProVise Management Group
Florida
$1.82M
IRP
694
Investment Research Partners
Pennsylvania
$1.81M
AG
695
Ascent Group
Virginia
$1.8M
AP
696
Americana Partners
Texas
$1.8M
KWA
697
Kingswood Wealth Advisors
California
$1.8M
SR
698
Syntax Research
Florida
$1.79M
CFB
699
Cullen/Frost Bankers
Texas
$1.79M
IPW
700
Inlet Private Wealth
Florida
$1.79M