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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
SR
701
Syntax Research
Florida
$1.79M +$1.36M +14,970 +230%
CFB
702
Cullen/Frost Bankers
Texas
$1.79M -$133K -1,466 -6%
IPW
703
Inlet Private Wealth
Florida
$1.79M -$954K -10,535 -33%
BE
704
Bonness Enterprises
District of Columbia
$1.77M
TFA
705
Teamwork Financial Advisors
Texas
$1.76M +$499K +5,504 +35%
QFW
706
QTR Family Wealth
Florida
$1.75M -$52.8K -583 -3%
IBOK
707
Independence Bank of Kentucky
Kentucky
$1.73M -$101K -1,110 -5%
BS
708
Banco Santander
Spain
$1.72M +$477K +5,263 +34%
EIA
709
Edgemoor Investment Advisors
Maryland
$1.72M +$1.31M +14,477 +237%
MHI
710
Miller Howard Investments
New York
$1.72M -$176K -1,941 -9%
CG
711
Caprock Group
Idaho
$1.71M +$1.73M +19,138 New
PA
712
Pinnacle Associates
New York
$1.71M -$532K -5,878 -22%
KOC
713
Koss-Olinger Consulting
Florida
$1.7M -$1.81K -20 -0.1%
WT
714
Whittier Trust
California
$1.69M -$80.2K -885 -4%
WS
715
Wedbush Securities
California
$1.69M +$185K +2,044 +11%
FIA
716
Foundations Investment Advisors
Arizona
$1.68M +$63.2K +698 +4%
WI
717
Wahed Invest
New York
$1.68M +$11.4K +126 +0.6%
MPPW
718
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M +$93.7K +1,034 +5%
JIM
719
Jensen Investment Management
Oregon
$1.67M -$167K -1,840 -8%
AAMA
720
Advanced Asset Management Advisors
Ohio
$1.67M
FCA
721
FLC Capital Advisors
California
$1.67M +$558K +6,159 +45%
MSA
722
MUFG Securities Americas
New York
$1.66M +$325K +3,587 +22%
LOAMS
723
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.65M -$394K -4,353 -18%
ML
724
McAdam LLC
Pennsylvania
$1.65M +$1.31M +14,451 +273%
FGA
725
Fortis Group Advisors
New Jersey
$1.63M +$1.52M +16,735 +6,694%

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.