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