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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
MTIM
751
Marathon Trading Investment Management
Pennsylvania
$1.54M +$1.67M +18,400 New
AL
752
Arnhold LLC
New York
$1.53M
PWC
753
PYA Waltman Capital
Tennessee
$1.53M -$1.05M -11,567 -39%
CL
754
COWA LLC
Oklahoma
$1.53M +$859K +9,487 +108%
GWM
755
Geneos Wealth Management
Colorado
$1.52M +$95.2K +1,051 +6%
SSG
756
Summit Securities Group
New York
$1.52M +$558K +6,156 +51%
CWP
757
Cyndeo Wealth Partners
Florida
$1.5M -$83.6K -923 -5%
ACMA
758
Arbor Capital Management (Alaska)
Alaska
$1.5M +$1.6M +17,696 New
APC
759
Aspire Private Capital
North Carolina
$1.5M -$6.7K -74 -0.4%
KF
760
Krilogy Financial
Missouri
$1.5M +$1.46M +16,133 New
MWM
761
Marion Wealth Management
Pennsylvania
$1.49M
IFG
762
Independent Financial Group
California
$1.48M -$213K -2,353 -12%
SWM
763
Sculati Wealth Management
Michigan
$1.47M -$7.7K -85 -0.5%
OIM
764
Orca Investment Management
Oregon
$1.47M -$31.6K -349 -2%
AAM
765
Alphadyne Asset Management
New York
$1.47M +$1.59M +17,609 New
CPC
766
CFC Planning Company
Indiana
$1.47M +$94.9K +1,048 +6%
BWG
767
Boomfish Wealth Group
Georgia
$1.47M +$5.07K +56 +0.3%
OPA
768
Old Port Advisors
Maine
$1.47M -$177K -1,953 -10%
BIA
769
Beacon Investment Advisors
Maryland
$1.46M +$26.8K +296 +2%
CA
770
Clearstead Advisors
Ohio
$1.46M -$787K -8,694 -33%
MWM
771
Manske Wealth Management
Texas
$1.46M +$940K +10,374 +145%
NW
772
NewEdge Wealth
Pennsylvania
$1.46M +$599K +6,617 +73%
PCA
773
Pallas Capital Advisors
Massachusetts
$1.46M -$221K -2,444 -12%
MOS
774
MGO One Seven
Ohio
$1.45M +$609K +6,720 +63%
CANC
775
Culbertson A N & Co
Virginia
$1.45M +$215K +2,379 +16%

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.