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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
DWP
776
Daymark Wealth Partners
Ohio
$1.43M
OPTFSNA
777
Old Point Trust & Financial Services N A
Virginia
$1.43M
PA
778
Parallel Advisors
California
$1.42M
VNIM
779
Vaughan Nelson Investment Management
Texas
$1.41M
NSIM
780
North Star Investment Management
Illinois
$1.41M
LF
781
Lantz Financial
Illinois
$1.41M
TCOV
782
Trust Company of Vermont
Vermont
$1.4M
DFA
783
DHJJ Financial Advisors
Illinois
$1.4M
LWM
784
LongView Wealth Management
Georgia
$1.39M
SFCL
785
Strengthening Families & Communities LLC
Massachusetts
$1.39M
HT
786
HAP Trading
New York
$1.39M
ATC
787
Argent Trust Co
Tennessee
$1.38M
AA
788
Argent Advisors
Louisiana
$1.38M
BJL
789
Brighton Jones LLC
Washington
$1.38M
FRM
790
Fox Run Management
Connecticut
$1.38M
AFP
791
Ausdal Financial Partners
Iowa
$1.38M
CT
792
Colonial Trust
South Carolina
$1.38M
NB
793
NBT Bank
New York
$1.37M
GIA
794
GHP Investment Advisors
Colorado
$1.37M
TBC
795
Ted Buchan & Co
California
$1.36M
CI
796
Cherokee Insurance
Michigan
$1.36M
WIC
797
Woodmont Investment Counsel
Tennessee
$1.36M
CWM
798
Cornerstone Wealth Management
Missouri
$1.36M
ZIG
799
Zullo Investment Group
Pennsylvania
$1.35M
TI
800
TrueMark Investments
Illinois
$1.35M