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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
SC
726
Searle & Co
Connecticut
$1.63M +$90.6K +1,000 +5%
EWA
727
Exencial Wealth Advisors
Oklahoma
$1.63M +$65.2K +720 +4%
HAS
728
HBW Advisory Services
California
$1.62M +$1.53M +16,876 +668%
RCAG
729
Rehmann Capital Advisory Group
Michigan
$1.62M +$75.5K +834 +4%
JCM
730
Janney Capital Management
Pennsylvania
$1.62M -$7.32M -80,822 -81%
HIS
731
Harvest Investment Services
Illinois
$1.62M -$97.1K -1,072 -5%
SC
732
Schulhoff & Co
Ohio
$1.61M -$47.3K -522 -3%
KRSITF
733
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.61M -$46.6K -515 -3%
MMC
734
Mizuho Markets Cayman
Cayman Islands
$1.61M +$1.75M +19,308 New
BCV
735
Banque Cantonale Vaudoise
Switzerland
$1.6M +$163K +1,800 +10%
AFG
736
Atomi Financial Group
New York
$1.6M +$13.5K +149 +0.8%
PP
737
Prudential plc
United Kingdom
$1.6M +$472K +5,213 +37%
XT
738
XTX Topco
Cayman Islands
$1.6M +$1.19M +13,176 +221%
DTL
739
Dynamic Technology Lab
Singapore
$1.6M +$1.32M +14,606 +323%
OHWP
740
Oak Harbor Wealth Partners
North Carolina
$1.6M -$32.7K -361 -2%
VSQM
741
V-Square Quantitative Management
Illinois
$1.59M +$219K +2,420 +15%
LRWA
742
Long Run Wealth Advisors
New York
$1.58M +$365K +4,025 +27%
PFA
743
Pure Financial Advisors
California
$1.58M -$168K -1,857 -9%
FFS
744
Flavin Financial Services
Florida
$1.57M +$600K +6,629 +55%
SPC
745
Sigma Planning Corp
Michigan
$1.56M -$15.5K -171 -0.9%
RA
746
RFG Advisory
Alabama
$1.56M -$1.15M -12,728 -41%
SGCA
747
Steel Grove Capital Advisors
Tennessee
$1.56M
AUB
748
Atlantic Union Bankshares
Virginia
$1.55M -$32.2K -356 -2%
MTC
749
McDaniel Terry & Co
Texas
$1.55M -$31K -342 -2%
GLF
750
Groupe la Francaise
France
$1.55M +$264K +2,920 +18%

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.