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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
KF
751
Krilogy Financial
Missouri
$1.5M
MWM
752
Marion Wealth Management
Pennsylvania
$1.49M
SWM
753
Sculati Wealth Management
Michigan
$1.47M
OIM
754
Orca Investment Management
Oregon
$1.47M
AAM
755
Alphadyne Asset Management
New York
$1.47M
CPC
756
CFC Planning Company
Indiana
$1.47M
BWG
757
Boomfish Wealth Group
Georgia
$1.47M
OPA
758
Old Port Advisors
Maine
$1.47M
BIA
759
Beacon Investment Advisors
Maryland
$1.46M
CA
760
Clearstead Advisors
Ohio
$1.46M
MWM
761
Manske Wealth Management
Texas
$1.46M
NW
762
NewEdge Wealth
Pennsylvania
$1.46M
PCA
763
Pallas Capital Advisors
Massachusetts
$1.46M
MOS
764
MGO One Seven
Ohio
$1.45M
CANC
765
Culbertson A N & Co
Virginia
$1.45M
CM
766
Caption Management
Oklahoma
$1.45M
BA
767
Bristlecone Advisors
Washington
$1.45M
GWM
768
Glass Wealth Management
Texas
$1.44M
SIG
769
Sky Investment Group
Connecticut
$1.44M
DWP
770
Daymark Wealth Partners
Ohio
$1.43M
OPTFSNA
771
Old Point Trust & Financial Services N A
Virginia
$1.43M
PA
772
Parallel Advisors
California
$1.42M
VNIM
773
Vaughan Nelson Investment Management
Texas
$1.41M
NSIM
774
North Star Investment Management
Illinois
$1.41M
LF
775
Lantz Financial
Illinois
$1.41M