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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
BE
701
Bonness Enterprises
District of Columbia
$1.77M
TFA
702
Teamwork Financial Advisors
Texas
$1.76M
QFW
703
QTR Family Wealth
Florida
$1.75M
IBOK
704
Independence Bank of Kentucky
Kentucky
$1.73M
BS
705
Banco Santander
Spain
$1.72M
EIA
706
Edgemoor Investment Advisors
Maryland
$1.72M
MHI
707
Miller Howard Investments
New York
$1.72M
CG
708
Caprock Group
Idaho
$1.71M
PA
709
Pinnacle Associates
New York
$1.71M
KOC
710
Koss-Olinger Consulting
Florida
$1.7M
WT
711
Whittier Trust
California
$1.69M
WS
712
Wedbush Securities
California
$1.69M
FIA
713
Foundations Investment Advisors
Arizona
$1.68M
WI
714
Wahed Invest
New York
$1.68M
MPPW
715
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M
JIM
716
Jensen Investment Management
Oregon
$1.67M
AAMA
717
Advanced Asset Management Advisors
Ohio
$1.67M
FCA
718
FLC Capital Advisors
California
$1.67M
MSA
719
MUFG Securities Americas
New York
$1.66M
LOAMS
720
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.65M
ML
721
McAdam LLC
Pennsylvania
$1.65M
FGA
722
Fortis Group Advisors
New Jersey
$1.63M
SC
723
Searle & Co
Connecticut
$1.63M
EWA
724
Exencial Wealth Advisors
Oklahoma
$1.63M
HAS
725
HBW Advisory Services
California
$1.62M