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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
CM
776
Caption Management
Oklahoma
$1.45M
BA
777
Bristlecone Advisors
Washington
$1.45M -$367K -4,056 -19%
GWM
778
Glass Wealth Management
Texas
$1.44M -$34.9K -385 -2%
SIG
779
Sky Investment Group
Connecticut
$1.44M -$1.12M -12,321 -42%
DWP
780
Daymark Wealth Partners
Ohio
$1.43M +$103K +1,139 +7%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$1.43M -$226K -2,490 -13%
PA
782
Parallel Advisors
California
$1.42M -$235K -2,594 -13%
VNIM
783
Vaughan Nelson Investment Management
Texas
$1.41M
NSIM
784
North Star Investment Management
Illinois
$1.41M -$1.15M -12,699 -43%
LF
785
Lantz Financial
Illinois
$1.41M -$139K -1,539 -8%
TCOV
786
Trust Company of Vermont
Vermont
$1.4M -$104K -1,147 -6%
DFA
787
DHJJ Financial Advisors
Illinois
$1.4M +$181 +2 +0%
LWM
788
LongView Wealth Management
Georgia
$1.39M -$889K -9,812 -37%
SFCL
789
Strengthening Families & Communities LLC
Massachusetts
$1.39M +$1.4M +15,487 +2,046%
HT
790
HAP Trading
New York
$1.39M +$1.5M +16,598 New
ATC
791
Argent Trust Co
Tennessee
$1.38M -$344K -3,799 -19%
AA
792
Argent Advisors
Louisiana
$1.38M +$32.3K +357 +2%
BJL
793
Brighton Jones LLC
Washington
$1.38M -$125K -1,382 -8%
FRM
794
Fox Run Management
Connecticut
$1.38M +$1.03M +11,365 +221%
AFP
795
Ausdal Financial Partners
Iowa
$1.38M +$1.06M +11,747 +247%
CT
796
Colonial Trust
South Carolina
$1.38M -$591K -6,523 -28%
NB
797
NBT Bank
New York
$1.37M -$11.7K -129 -0.8%
GIA
798
GHP Investment Advisors
Colorado
$1.37M -$127K -1,404 -8%
TBC
799
Ted Buchan & Co
California
$1.36M +$309K +3,409 +26%
CI
800
Cherokee Insurance
Michigan
$1.36M +$136K +1,500 +10%

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.