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United Parcel Service

1,914 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,914
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
ACMA
751
Arbor Capital Management (Alaska)
Alaska
$1.5M
APC
752
Aspire Private Capital
North Carolina
$1.5M
KF
753
Krilogy Financial
Missouri
$1.5M
MWM
754
Marion Wealth Management
Pennsylvania
$1.49M
SWM
755
Sculati Wealth Management
Michigan
$1.47M
OIM
756
Orca Investment Management
Oregon
$1.47M
AAM
757
Alphadyne Asset Management
New York
$1.47M
CPC
758
CFC Planning Company
Indiana
$1.47M
BWG
759
Boomfish Wealth Group
Georgia
$1.47M
OPA
760
Old Port Advisors
Maine
$1.47M
BIA
761
Beacon Investment Advisors
Maryland
$1.46M
CA
762
Clearstead Advisors
Ohio
$1.46M
MWM
763
Manske Wealth Management
Texas
$1.46M
NW
764
NewEdge Wealth
Pennsylvania
$1.46M
PCA
765
Pallas Capital Advisors
Massachusetts
$1.46M
MOS
766
MGO One Seven
Ohio
$1.45M
CANC
767
Culbertson A N & Co
Virginia
$1.45M
CM
768
Caption Management
Oklahoma
$1.45M
BA
769
Bristlecone Advisors
Washington
$1.45M
GWM
770
Glass Wealth Management
Texas
$1.44M
SIG
771
Sky Investment Group
Connecticut
$1.44M
DWP
772
Daymark Wealth Partners
Ohio
$1.43M
OPTFSNA
773
Old Point Trust & Financial Services N A
Virginia
$1.43M
PA
774
Parallel Advisors
California
$1.42M
VNIM
775
Vaughan Nelson Investment Management
Texas
$1.41M