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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
GWM
751
Geneos Wealth Management
Colorado
$1.52M
SSG
752
Summit Securities Group
New York
$1.52M
CWP
753
Cyndeo Wealth Partners
Florida
$1.5M
ACMA
754
Arbor Capital Management (Alaska)
Alaska
$1.5M
APC
755
Aspire Private Capital
North Carolina
$1.5M
KF
756
Krilogy Financial
Missouri
$1.5M
MWM
757
Marion Wealth Management
Pennsylvania
$1.49M
SWM
758
Sculati Wealth Management
Michigan
$1.47M
OIM
759
Orca Investment Management
Oregon
$1.47M
AAM
760
Alphadyne Asset Management
New York
$1.47M
CPC
761
CFC Planning Company
Indiana
$1.47M
BWG
762
Boomfish Wealth Group
Georgia
$1.47M
OPA
763
Old Port Advisors
Maine
$1.47M
BIA
764
Beacon Investment Advisors
Maryland
$1.46M
CA
765
Clearstead Advisors
Ohio
$1.46M
MWM
766
Manske Wealth Management
Texas
$1.46M
NW
767
NewEdge Wealth
Pennsylvania
$1.46M
PCA
768
Pallas Capital Advisors
Massachusetts
$1.46M
MOS
769
MGO One Seven
Ohio
$1.45M
CANC
770
Culbertson A N & Co
Virginia
$1.45M
CM
771
Caption Management
Oklahoma
$1.45M
BA
772
Bristlecone Advisors
Washington
$1.45M
GWM
773
Glass Wealth Management
Texas
$1.44M
SIG
774
Sky Investment Group
Connecticut
$1.44M
DWP
775
Daymark Wealth Partners
Ohio
$1.43M