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United Parcel Service

1,908 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 835 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: 737 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,908
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
MHI
701
Miller Howard Investments
New York
$1.72M
CG
702
Caprock Group
Idaho
$1.71M
PA
703
Pinnacle Associates
New York
$1.71M
KOC
704
Koss-Olinger Consulting
Florida
$1.7M
WT
705
Whittier Trust
California
$1.69M
WS
706
Wedbush Securities
California
$1.69M
FIA
707
Foundations Investment Advisors
Arizona
$1.68M
WI
708
Wahed Invest
New York
$1.68M
MPPW
709
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M
JIM
710
Jensen Investment Management
Oregon
$1.67M
AAMA
711
Advanced Asset Management Advisors
Ohio
$1.67M
FCA
712
FLC Capital Advisors
California
$1.67M
MSA
713
MUFG Securities Americas
New York
$1.66M
LOAMS
714
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.65M
ML
715
McAdam LLC
Pennsylvania
$1.65M
FGA
716
Fortis Group Advisors
New Jersey
$1.63M
SC
717
Searle & Co
Connecticut
$1.63M
EWA
718
Exencial Wealth Advisors
Oklahoma
$1.63M
HAS
719
HBW Advisory Services
California
$1.62M
RCAG
720
Rehmann Capital Advisory Group
Michigan
$1.62M
JCM
721
Janney Capital Management
Pennsylvania
$1.62M
HIS
722
Harvest Investment Services
Illinois
$1.62M
SC
723
Schulhoff & Co
Ohio
$1.61M
KRSITF
724
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.61M
MMC
725
Mizuho Markets Cayman
Cayman Islands
$1.61M